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Financial ADVSR advisor directory · SEC adviser records

Knightsbridge Wealth Management financial advisors in Newport Beach, CA

Every SEC-registered investment adviser representative at a Knightsbridge Wealth Management office in Newport Beach, A to Z.

The short answer

10 registered advisors work at Knightsbridge Wealth Management in Newport Beach, out of 10 at the firm nationwide; it ranks number 33 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Knightsbridge Wealth Management advisors in Newport Beach, A to Z

Every Knightsbridge Wealth Management advisor →

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

Other firms in Newport Beach

All Newport Beach advisors →

Beacon Pointe Advisors, LLC 207Merrill Lynch, Pierce, Fenner & Smith Incorporated 191Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 84UBS Financial Services Inc. 79LPL Financial LLC 62Wells Fargo Clearing Services, LLC 54J.P. Morgan Securities LLC 52Creative Planning Institutional Advisors, LLC 49MML Investors Services, LLC 44Cetera Investment Advisers LLC 40Charles Schwab & Co., Inc. 39

Questions

How many financial advisors does Knightsbridge Wealth Management have in Newport Beach?

10 investment adviser representatives are registered at Knightsbridge Wealth Management offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Knightsbridge Wealth Management one of the largest advisor employers in Newport Beach?

Knightsbridge Wealth Management ranks number 33 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 207.

How do I check a Knightsbridge Wealth Management advisor in Newport Beach?

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 Knightsbridge Wealth 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.