Financial ADVSR advisor directory · SEC adviser records
Wealth Architects, LLC financial advisors in Mountain View, CA
Every SEC-registered investment adviser representative at a Wealth Architects, LLC office in Mountain View, A to Z.
13 registered advisors work at Wealth Architects, LLC in Mountain View, out of 13 at the firm nationwide; it ranks number 2 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Wealth Architects, LLC advisors in Mountain View, A to Z
Every Wealth Architects, LLC advisor →- Amy E. ConoCertified Financial Planner
- Mark R. GordonCertified Financial Planner, Chartered Financial Analyst
- Mark T. JohnsenInvestment adviser rep
- Alexis MarriottInvestment adviser rep
- Justin P. MazzonChartered Financial Analyst
- Samuel K. Mitsui-ReyesInvestment adviser rep
- Iris S. NguyenInvestment adviser rep
- Patrick N. PhillipsCertified Financial Planner
- Tyler J. ScottCertified Financial Planner, Chartered Financial Analyst
- Lillian G. SwensonInvestment adviser rep
- Wai Fung TangChartered Financial Analyst
- Charles D. TranCertified Financial Planner
- Peter C. TrinhCertified Financial Planner
Wealth Architects, LLC advisors in every city and state →Wealth Architects, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Mountain View
All Mountain View advisors →Strategic Advisers LLC 13J.P. Morgan Securities LLC 11Morgan Stanley 11Aspiriant, LLC 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 4State Farm Investment Management Corp. 4Edward Jones 3
Questions
How many financial advisors does Wealth Architects, LLC have in Mountain View?
13 investment adviser representatives are registered at Wealth Architects, LLC offices in Mountain View, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Wealth Architects, LLC one of the largest advisor employers in Mountain View?
Wealth Architects, LLC ranks number 2 in Mountain View by registered advisors; Strategic Advisers LLC has the most, with 13.
How do I check a Wealth Architects, LLC advisor in Mountain View?
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 Wealth Architects, 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.