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Financial ADVSR advisor directory · SEC adviser records

Seros Wealth Partners financial advisors in Gilbert, AZ

Every SEC-registered investment adviser representative at a Seros Wealth Partners office in Gilbert, A to Z.

6 registered advisors work at Seros Wealth Partners in Gilbert, out of 7 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Seros Wealth Partners advisors in Gilbert, A to Z

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Seros Wealth Partners advisors in other cities

Highlands Ranch, CO 1

Other firms in Gilbert

All Gilbert advisors →

Morgan Stanley 132Merrill Lynch, Pierce, Fenner & Smith Incorporated 62Edward Jones 27Strategic Advisers LLC 19Wells Fargo Clearing Services, LLC 17Ameriprise Financial Services, LLC 15LPL Financial LLC 14Cetera Investment Advisers LLC 9J.P. Morgan Securities LLC 9Watts Gwilliam & Company, LLC 9State Farm Investment Management Corp. 7Wells Fargo Advisors Financial Network, LLC 6

Questions

How many financial advisors does Seros Wealth Partners have in Gilbert?

6 investment adviser representatives are registered at Seros Wealth Partners offices in Gilbert, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Seros Wealth Partners one of the largest advisor employers in Gilbert?

Seros Wealth Partners ranks number 12 in Gilbert by registered advisors; Morgan Stanley has the most, with 132.

How do I check a Seros Wealth Partners advisor in Gilbert?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Seros Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.