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Financial ADVSR advisor directory · SEC adviser records

Falcon Bridge Capital financial advisors in Oakland, CA

Every SEC-registered investment adviser representative at a Falcon Bridge Capital office in Oakland, A to Z.

The short answer

3 registered advisors work at Falcon Bridge Capital in Oakland, out of 3 at the firm nationwide; it ranks number 14 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Falcon Bridge Capital advisors in Oakland, A to Z

Every Falcon Bridge Capital advisor →

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

Other firms in Oakland

All Oakland advisors →

Morgan Stanley 51Infinity Financial Services Advisory 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Charles Schwab & Co., Inc. 18Liberty Wealth Management, LLC 14J.P. Morgan Securities LLC 11Strategic Advisers LLC 9Wealth Enhancement Advisory Services, LLC 7State Farm Investment Management Corp. 6LPL Financial LLC 5Forusall 4Valic Financial Advisors, Inc. 4

Questions

How many financial advisors does Falcon Bridge Capital have in Oakland?

3 investment adviser representatives are registered at Falcon Bridge Capital offices in Oakland, 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 Falcon Bridge Capital one of the largest advisor employers in Oakland?

Falcon Bridge Capital ranks number 14 in Oakland by registered advisors; Morgan Stanley has the most, with 51.

How do I check a Falcon Bridge Capital advisor in Oakland?

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 Falcon Bridge Capital 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.