Financial ADVSR advisor directory · SEC adviser records
Penserra Capital Management LLC financial advisors in Orinda, CA
Every SEC-registered investment adviser representative at a Penserra Capital Management LLC office in Orinda, A to Z.
The short answer
7 registered advisors work at Penserra Capital Management LLC in Orinda, out of 7 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.
Penserra Capital Management LLC advisors in Orinda, A to Z
Every Penserra Capital Management LLC advisor →- Amy AlbaAlso a broker rep
- Anthony N. CastelliAlso a broker rep
- Katherine S. DruryInvestment adviser rep
- Lee W. GeigerAlso a broker rep
- Christine M. JohansonChartered Financial Analyst · Also a broker rep
- Kevin P. McLavertyAlso a broker rep
- Ernesto D. TongChartered Financial Analyst · Also a broker rep
Penserra Capital Management LLC advisors in every city and state →Penserra Capital Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Orinda
All Orinda advisors →Morgan Stanley 23Bell Investment Advisors Inc. 7Wespac Advisors, LLC 7Penserra Global Investors LLC 6Wells Fargo Advisors Financial Network, LLC 6Ameriprise Financial Services, LLC 5Naylor & Company 4Osaic Wealth, Inc. 3Penserra Wealth Management 3
Questions
How many financial advisors does Penserra Capital Management LLC have in Orinda?
7 investment adviser representatives are registered at Penserra Capital Management LLC offices in Orinda, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.
Is Penserra Capital Management LLC one of the largest advisor employers in Orinda?
Penserra Capital Management LLC ranks number 3 in Orinda by registered advisors; Morgan Stanley has the most, with 23.
How do I check a Penserra Capital Management LLC advisor in Orinda?
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 Penserra Capital Management 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.