Financial ADVSR advisor directory · SEC adviser records
Pelorus Capital Management, LLC financial advisors in Irvine, CA
Every SEC-registered investment adviser representative at a Pelorus Capital Management, LLC office in Irvine, A to Z.
The short answer
8 registered advisors work at Pelorus Capital Management, LLC in Irvine, out of 8 at the firm nationwide; it ranks number 43 in the city by advisors. 3 list the CFP designation and 7 are also registered broker representatives.
Pelorus Capital Management, LLC advisors in Irvine, A to Z
Every Pelorus Capital Management, LLC advisor →- Bryan ClarkAlso a broker rep
- Christana R. FreerksAlso a broker rep
- William E. HargroveAlso a broker rep
- Denise HealyCertified Financial Planner
- Matthew JenCertified Financial Planner · Also a broker rep
- Anne E. NorrisAlso a broker rep
- Glenn StoddardAlso a broker rep
- Joseph V. VolzCertified Financial Planner · Also a broker rep
Pelorus Capital Management, LLC advisors in every city and state →Pelorus Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Irvine
All Irvine advisors →J.P. Morgan Securities LLC 191Wells Fargo Clearing Services, LLC 136Morgan Stanley 102Merrill Lynch, Pierce, Fenner & Smith Incorporated 65LPL Financial LLC 61LPL Enterprise, LLC 59Equitable Advisors, LLC 46Osaic Wealth, Inc. 45Cooper McManus 32UBS Financial Services Inc. 31Strategic Advisers LLC 30Charles Schwab & Co., Inc. 27
Questions
How many financial advisors does Pelorus Capital Management, LLC have in Irvine?
8 investment adviser representatives are registered at Pelorus Capital Management, LLC offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.
Is Pelorus Capital Management, LLC one of the largest advisor employers in Irvine?
Pelorus Capital Management, LLC ranks number 43 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 191.
How do I check a Pelorus Capital Management, LLC advisor in Irvine?
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 Pelorus Capital 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.