Financial ADVSR advisor directory · SEC adviser records
Strategic Wealth Advisors, LLC financial advisors in Scottsdale, AZ
Every SEC-registered investment adviser representative at a Strategic Wealth Advisors, LLC office in Scottsdale, A to Z.
The short answer
4 registered advisors work at Strategic Wealth Advisors, LLC in Scottsdale, out of 4 at the firm nationwide; it ranks number 89 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Strategic Wealth Advisors, LLC advisors in Scottsdale, A to Z
Every Strategic Wealth Advisors, LLC advisor →- John A. BagleyCertified Financial Planner
- Laurie B. BagleyChartered Financial Analyst
- Matthew S. MasinCertified Financial Planner
- James D. SchwartzCertified Financial Planner
Strategic Wealth Advisors, LLC advisors in every city and state →Strategic Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
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 Strategic Wealth Advisors, LLC have in Scottsdale?
4 investment adviser representatives are registered at Strategic Wealth Advisors, LLC offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Strategic Wealth Advisors, LLC one of the largest advisor employers in Scottsdale?
Strategic Wealth Advisors, LLC ranks number 89 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 630.
How do I check a Strategic Wealth Advisors, 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 Strategic Wealth Advisors, 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.