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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Belvedere, CA

Every SEC-registered investment adviser representative at a firm office in Belvedere, with the firms that employ the most of them.

6 registered advisors work in Belvedere; the most are at Osaic Wealth, Inc. (3). 0 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Belvedere

FirmAdvisors in Belvedere
Osaic Wealth, Inc. news3
Meristead Wealth, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Wells Fargo Clearing Services, LLC news1

Advisors in Belvedere, A to Z

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Other cities in California

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San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in Belvedere, CA?

6 investment adviser representatives are registered at firm offices in Belvedere, California, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Belvedere?

Osaic Wealth, Inc., with 3 registered advisors in Belvedere, followed by Meristead Wealth, LLC with 1.

How do I check a financial advisor in Belvedere?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.