Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Kensington, CA
Every SEC-registered investment adviser representative at a firm office in Kensington, with the firms that employ the most of them.
6 registered advisors work in Kensington; the most are at Strategic Advisers LLC (2). 0 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in Kensington
| Firm | Advisors in Kensington |
|---|---|
| Strategic Advisers LLC | 2 |
| Equitable Advisors, LLC news | 1 |
| Farmers Asset Management, LLC | 1 |
| Kte Capital Management, LLC | 1 |
| Morgan Stanley news | 1 |
Advisors in Kensington, A to Z
Search all of California →- William BeyerFarmers Asset Management, LLC
- Gianni FareseEquitable Advisors, LLC
- John C. GoughKte Capital Management, LLC
- Christopher MadrilStrategic Advisers LLC
- Nicholas YoungStrategic Advisers LLC
- Chi Ling Gillian YuMorgan Stanley
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 Kensington, CA?
6 investment adviser representatives are registered at firm offices in Kensington, 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 Kensington?
Strategic Advisers LLC, with 2 registered advisors in Kensington, followed by Equitable Advisors, LLC with 1.
How do I check a financial advisor in Kensington?
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.