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Financial ADVSR advisor directory · SEC adviser records

Avalon Capital Management financial advisors in Menlo Park, CA

Every SEC-registered investment adviser representative at a Avalon Capital Management office in Menlo Park, A to Z.

The short answer

3 registered advisors work at Avalon Capital Management in Menlo Park, out of 3 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Avalon Capital Management advisors in Menlo Park, A to Z

Every Avalon Capital Management advisor →

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

Other firms in Menlo Park

All Menlo Park advisors →

Morgan Stanley 184Robinhood Asset Management 64Charles Schwab & Co., Inc. 34Focus Partners Wealth, LLC 19Corient 15Citizens Securities, Inc. 13J.P. Morgan Securities LLC 7Sage Rhino Capital LLC 7Svb Wealth 5Ameriprise Financial Services, LLC 4Cresset Asset Management, LLC 4Galileo Planning Group, Inc. 4

Questions

How many financial advisors does Avalon Capital Management have in Menlo Park?

3 investment adviser representatives are registered at Avalon Capital Management offices in Menlo Park, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Avalon Capital Management one of the largest advisor employers in Menlo Park?

Avalon Capital Management ranks number 13 in Menlo Park by registered advisors; Morgan Stanley has the most, with 184.

How do I check a Avalon Capital Management advisor in Menlo Park?

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 Avalon Capital 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.