Financial ADVSR advisor directory · SEC adviser records
Focus Partners Wealth, LLC financial advisors in Menlo Park, CA
Every SEC-registered investment adviser representative at a Focus Partners Wealth, LLC office in Menlo Park, A to Z.
The short answer
20 registered advisors work at Focus Partners Wealth, LLC in Menlo Park, out of 952 at the firm nationwide; it ranks number 4 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Focus Partners Wealth, LLC advisors in Menlo Park, A to Z
Every Focus Partners Wealth, LLC advisor →- Steven BritoInvestment adviser rep
- Nicholas S. CasacciaCertified Financial Planner
- Maureen C. CostelloInvestment adviser rep
- Isabelle De Andrade AraujoChartered Financial Analyst
- Tam P. DiepInvestment adviser rep
- Jon M. EkoniakCertified Financial Planner
- Heather K. GaillardInvestment adviser rep
- Fabian GarcesCertified Financial Planner, Chartered Financial Analyst
- Dirk G. GilliardInvestment adviser rep
- Daniel C. GoldieCertified Financial Planner, Chartered Financial Analyst
- James M. HeringChartered Financial Analyst
- Noah C. LazenbyInvestment adviser rep
- Yanxiao LiCertified Financial Planner
- Maggie C. LiuCertified Financial Planner
- David K. Murdock Jr.Certified Financial Planner
- Jason A. PfannenstielInvestment adviser rep
- Cameron RalstonInvestment adviser rep
- Nathan D. Redman-BrownInvestment adviser rep
- Kirill SolovyevInvestment adviser rep
- Langyu WangInvestment adviser rep
Focus Partners Wealth, LLC advisors in every city and state →Focus Partners Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Focus Partners Wealth, LLC advisors in other cities
St. Louis, MO 169Chicago, IL 52Atlanta, GA 31Boston, MA 29Deerfield, IL 26Clayton, MO 23Scottsdale, AZ 22Wellesley, MA 21Nashville, TN 17Indianapolis, IN 15New York, NY 15Seattle, WA 15Westport, CT 15Boca Raton, FL 14Pittsburg, PA 14
Other firms in Menlo Park
All Menlo Park advisors →Morgan Stanley 184Robinhood Asset Management 64Charles Schwab & Co., Inc. 34Corient 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. 4Avalon Capital Management 3
Questions
How many financial advisors does Focus Partners Wealth, LLC have in Menlo Park?
20 investment adviser representatives are registered at Focus Partners Wealth, LLC offices in Menlo Park, California, according to the SEC's Investment Adviser Public Disclosure records, out of 952 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Focus Partners Wealth, LLC one of the largest advisor employers in Menlo Park?
Focus Partners Wealth, LLC ranks number 4 in Menlo Park by registered advisors; Morgan Stanley has the most, with 184.
How do I check a Focus Partners Wealth, LLC 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 Focus Partners Wealth, 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.