Financial ADVSR advisor directory · SEC adviser records
Sand Hill Global Advisors, LLC financial advisors in Palo Alto, CA
Every SEC-registered investment adviser representative at a Sand Hill Global Advisors, LLC office in Palo Alto, A to Z.
The short answer
15 registered advisors work at Sand Hill Global Advisors, LLC in Palo Alto, out of 17 at the firm nationwide; it ranks number 8 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Sand Hill Global Advisors, LLC advisors in Palo Alto, A to Z
Every Sand Hill Global Advisors, LLC advisor →- Megan S. BreslinInvestment adviser rep
- Alfred K. CheungInvestment adviser rep
- Elizabeth R. CodyCertified Financial Planner
- Anthony D. CraunChartered Financial Analyst
- Caroline A. CurtsCertified Financial Planner
- Brian E. DombkowskiChartered Financial Analyst
- Drew E. KundeInvestment adviser rep
- Stephen F. PetersonCertified Financial Planner
- Kimberly N. PhamInvestment adviser rep
- Miriam SantiagoCertified Financial Planner
- Mark F. StrahsInvestment adviser rep
- Kristin M. SunInvestment adviser rep
- Brenda A. VingielloChartered Financial Analyst
- Kimberleigh A. WilliamsCertified Financial Planner
- Brendon H. YiInvestment adviser rep
Sand Hill Global Advisors, LLC advisors in every city and state →Sand Hill Global Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sand Hill Global Advisors, LLC advisors in other cities
Other firms in Palo Alto
All Palo Alto advisors →Morgan Stanley 143Merrill Lynch, Pierce, Fenner & Smith Incorporated 84Wells Fargo Clearing Services, LLC 65J.P. Morgan Securities LLC 44UBS Financial Services Inc. 34Wealthfront Advisers LLC 24Strategic Advisers LLC 23Citigroup Global Markets Inc. 11Rebalance LLC 7Focus Partners Wealth, LLC 5Rockefeller Financial LLC 5LPL Financial LLC 4
Questions
How many financial advisors does Sand Hill Global Advisors, LLC have in Palo Alto?
15 investment adviser representatives are registered at Sand Hill Global Advisors, LLC offices in Palo Alto, California, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Sand Hill Global Advisors, LLC one of the largest advisor employers in Palo Alto?
Sand Hill Global Advisors, LLC ranks number 8 in Palo Alto by registered advisors; Morgan Stanley has the most, with 143.
How do I check a Sand Hill Global Advisors, LLC advisor in Palo Alto?
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 Sand Hill Global Advisors, 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.