Financial ADVSR advisor directory · SEC adviser records
Boldin Advisors financial advisors in Mill Valley, CA
Every SEC-registered investment adviser representative at a Boldin Advisors office in Mill Valley, A to Z.
9 registered advisors work at Boldin Advisors in Mill Valley, out of 15 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.
Boldin Advisors advisors in Mill Valley, A to Z
Every Boldin Advisors advisor →- Andrew H. BartonCertified Financial Planner
- Keenan D. CaseyCertified Financial Planner
- Stephen E. ChenInvestment adviser rep
- Ross E. DugasInvestment adviser rep
- Lyndon B. LorenzCertified Financial Planner
- Madeline McIvorCertified Financial Planner
- Raman J. SinghCertified Financial Planner
- Adrienne L. StarkCertified Financial Planner
- Edward G. WilliamsCertified Financial Planner
Boldin Advisors advisors in every city and state →Boldin Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Boldin Advisors advisors in other cities
Colton, WA 1Conshohocken, PA 1Hillsborough, NJ 1Johnstown, PA 1Kathleen, GA 1Rock Hill, SC 1
Other firms in Mill Valley
All Mill Valley advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 26Cerity Partners LLC 10UBS Financial Services Inc. 10Private Wealth Partners, LLC 6Aspirean Wealth, LLC 5Assembly Wealth 5Gordian Wealth Advisors, LLC 4LPL Financial LLC 4Osaic Wealth, Inc. 4Relevant Wealth Advisors, LLC 4Miller Avenue Advisors LLC 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Boldin Advisors have in Mill Valley?
9 investment adviser representatives are registered at Boldin Advisors offices in Mill Valley, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Boldin Advisors one of the largest advisor employers in Mill Valley?
Boldin Advisors ranks number 4 in Mill Valley by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 26.
How do I check a Boldin Advisors advisor in Mill Valley?
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 Boldin Advisors 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.