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Financial ADVSR advisor directory · SEC adviser records

Elmwood Wealth Management financial advisors in Berkeley, CA

Every SEC-registered investment adviser representative at a Elmwood Wealth Management office in Berkeley, A to Z.

The short answer

4 registered advisors work at Elmwood Wealth Management in Berkeley, out of 4 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Elmwood Wealth Management advisors in Berkeley, A to Z

Every Elmwood Wealth Management advisor →

Elmwood Wealth Management advisors in every city and state →Elmwood Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Berkeley

All Berkeley advisors →

Strategic Advisers LLC 28North Berkeley Wealth Management, LLC 10Charles Schwab & Co., Inc. 8J.P. Morgan Securities LLC 7Willow Grove Advisors, LLC 6Affinity Capital Advisors LLC 5Blume Capital Management, Inc. 4Citigroup Global Markets Inc. 4State Farm Investment Management Corp. 4Clayton Partners LLC 3

Questions

How many financial advisors does Elmwood Wealth Management have in Berkeley?

4 investment adviser representatives are registered at Elmwood Wealth Management offices in Berkeley, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Elmwood Wealth Management one of the largest advisor employers in Berkeley?

Elmwood Wealth Management ranks number 9 in Berkeley by registered advisors; Strategic Advisers LLC has the most, with 28.

How do I check a Elmwood Wealth Management advisor in Berkeley?

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 Elmwood Wealth Management 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.