Financial ADVSR advisor directory · SEC adviser records
North Berkeley Wealth Management, LLC financial advisors in Berkeley, CA
Every SEC-registered investment adviser representative at a North Berkeley Wealth Management, LLC office in Berkeley, A to Z.
10 registered advisors work at North Berkeley Wealth Management, LLC in Berkeley, out of 10 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
North Berkeley Wealth Management, LLC advisors in Berkeley, A to Z
Every North Berkeley Wealth Management, LLC advisor →- Ariana AlisjahbanaCertified Financial Planner
- Kim BergerInvestment adviser rep
- Benjamin A. CohenInvestment adviser rep
- Debra A. EllisenInvestment adviser rep
- Katherine C. KingCertified Financial Planner
- Cagatay KocInvestment adviser rep
- Brian T. KozelCertified Financial Planner
- Stephanie M. NehmensInvestment adviser rep
- Maria Quintana-PillingChartered Financial Analyst
- Jennifer A. ReganCertified Financial Planner
North Berkeley Wealth Management, LLC advisors in every city and state →North Berkeley Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Berkeley
All Berkeley advisors →Strategic Advisers LLC 28Charles Schwab & Co., Inc. 8J.P. Morgan Securities LLC 7Willow Grove Advisors, LLC 6Affinity Capital Advisors LLC 5Blume Capital Management, Inc. 4Citigroup Global Markets Inc. 4Elmwood Wealth Management 4State Farm Investment Management Corp. 4Clayton Partners LLC 3
Questions
How many financial advisors does North Berkeley Wealth Management, LLC have in Berkeley?
10 investment adviser representatives are registered at North Berkeley Wealth Management, LLC offices in Berkeley, California, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is North Berkeley Wealth Management, LLC one of the largest advisor employers in Berkeley?
North Berkeley Wealth Management, LLC ranks number 2 in Berkeley by registered advisors; Strategic Advisers LLC has the most, with 28.
How do I check a North Berkeley Wealth Management, LLC 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 North Berkeley Wealth Management, 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.