Financial ADVSR advisor directory · SEC adviser records
Sensible Money, LLC financial advisors in Scottsdale, AZ
Every SEC-registered investment adviser representative at a Sensible Money, LLC office in Scottsdale, A to Z.
The short answer
9 registered advisors work at Sensible Money, LLC in Scottsdale, out of 11 at the firm nationwide; it ranks number 48 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Sensible Money, LLC advisors in Scottsdale, A to Z
Every Sensible Money, LLC advisor →- Makayla R. AllenInvestment adviser rep
- Dana M. AnspachCertified Financial Planner
- Tabitha N. DalyCertified Financial Planner
- Paul EscarcegaInvestment adviser rep
- Matthew R. HersheyInvestment adviser rep
- Kathleen K. MealeyCertified Financial Planner
- Charles PicerniCertified Financial Planner
- Stephanie K. SchultzCertified Financial Planner
- Amy L. ShepardCertified Financial Planner
Sensible Money, LLC advisors in every city and state →Sensible Money, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sensible Money, LLC advisors in other cities
Other firms in Scottsdale
All Scottsdale advisors →Vanguard Advisers, Inc. 630Osaic Wealth, Inc. 291United Planners' Financial Services Of America A Limited Partner 154Wells Fargo Clearing Services, LLC 147Merrill Lynch, Pierce, Fenner & Smith Incorporated 135Morgan Stanley 127LPL Financial LLC 109Cetera Investment Advisers LLC 73Ameriprise Financial Services, LLC 69Strategic Advisers LLC 56MML Investors Services, LLC 50Equitable Advisors, LLC 49
Questions
How many financial advisors does Sensible Money, LLC have in Scottsdale?
9 investment adviser representatives are registered at Sensible Money, LLC offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Sensible Money, LLC one of the largest advisor employers in Scottsdale?
Sensible Money, LLC ranks number 48 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 630.
How do I check a Sensible Money, LLC advisor in Scottsdale?
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 Sensible Money, LLC 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.