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Financial ADVSR advisor directory · SEC adviser records

Stonemark Wealth Management financial advisors in Pasadena, CA

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

The short answer

9 registered advisors work at Stonemark Wealth Management in Pasadena, out of 10 at the firm nationwide; it ranks number 24 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Stonemark Wealth Management advisors in Pasadena, A to Z

Every Stonemark Wealth Management advisor →

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

Stonemark Wealth Management advisors in other cities

Flower Mound, TX 1

Other firms in Pasadena

All Pasadena advisors →

Morgan Stanley 129Merrill Lynch, Pierce, Fenner & Smith Incorporated 111Wells Fargo Clearing Services, LLC 93Wedbush Securities Inc. 84UBS Financial Services Inc. 58LPL Financial LLC 49Cetera Investment Advisers LLC 43J.P. Morgan Securities LLC 43Strategic Advisers LLC 39Charles Schwab & Co., Inc. 25Raymond James & Associates, Inc. 21Citigroup Global Markets Inc. 17

Questions

How many financial advisors does Stonemark Wealth Management have in Pasadena?

9 investment adviser representatives are registered at Stonemark Wealth Management offices in Pasadena, California, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Is Stonemark Wealth Management one of the largest advisor employers in Pasadena?

Stonemark Wealth Management ranks number 24 in Pasadena by registered advisors; Morgan Stanley has the most, with 129.

How do I check a Stonemark Wealth Management advisor in Pasadena?

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 Stonemark 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.