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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Burlingame, CA

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

89 registered advisors work in Burlingame; the most are at Strategic Advisers LLC (19). 16 list the CFP designation and 65 are also registered broker representatives.

Firms with the most advisors in Burlingame

FirmAdvisors in Burlingame
Strategic Advisers LLC19
Morgan Stanley news15
Occidental Asset Management, LLC7
LPL Financial LLC news5
Edward Jones news3
J.P. Morgan Securities LLC news3
Tessara Wealth3
Allstate Financial Advisors, LLC2
Cypress Wealth Services, LLC2
Luna Capital Management, LLC2
Rb Capital Management, LLC2
State Farm Investment Management Corp.2
Transamerica Financial Advisors, LLC2
Wells Fargo Clearing Services, LLC news2
Abramson Financial Planning, LLC1
Aegis Capital Corp.1
Branson Frank A Inc.1
Burlingame Investment Group LLC1
Burlingame Wealth Management, LLC1
Cetera Investment Advisers LLC news1
Citigroup Global Markets Inc. news1
East Rock Financial Services, LLC1
Fifth Third Securities, Inc.1
Independence Square Holdings, LLC1
Mc Investments & Advisory LLC1

Advisors in Burlingame, A to Z

CFP advisors in Burlingame →

Other cities in California

All of California →

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 Burlingame, CA?

89 investment adviser representatives are registered at firm offices in Burlingame, California, according to the SEC's Investment Adviser Public Disclosure records. 65 of them are also registered as broker representatives, and 16 list the CFP designation.

Which firm has the most financial advisors in Burlingame?

Strategic Advisers LLC, with 19 registered advisors in Burlingame, followed by Morgan Stanley with 15.

How do I check a financial advisor in Burlingame?

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.