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Financial ADVSR advisor directory · SEC adviser records

Penserra Wealth Management financial advisors in Orinda, CA

Every SEC-registered investment adviser representative at a Penserra Wealth Management office in Orinda, A to Z.

The short answer

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

Penserra Wealth Management advisors in Orinda, A to Z

Every Penserra Wealth Management advisor →

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

Penserra Wealth Management advisors in other cities

Petaluma, CA 2Colorado Springs, CO 1Delray Beach, FL 1Hayward, CA 1Hunts Point, WA 1San Francisco, CA 1

Other firms in Orinda

All Orinda advisors →

Morgan Stanley 23Bell Investment Advisors Inc. 7Penserra Capital Management LLC 7Wespac Advisors, LLC 7Penserra Global Investors LLC 6Wells Fargo Advisors Financial Network, LLC 6Ameriprise Financial Services, LLC 5Naylor & Company 4Osaic Wealth, Inc. 3

Questions

How many financial advisors does Penserra Wealth Management have in Orinda?

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

Is Penserra Wealth Management one of the largest advisor employers in Orinda?

Penserra Wealth Management ranks number 10 in Orinda by registered advisors; Morgan Stanley has the most, with 23.

How do I check a Penserra Wealth Management 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 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.