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Financial ADVSR advisor directory · SEC adviser records

Nix Wealth Management financial advisors in Sacramento, CA

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

The short answer

3 registered advisors work at Nix Wealth Management in Sacramento, out of 3 at the firm nationwide; it ranks number 35 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Nix Wealth Management advisors in Sacramento, A to Z

Every Nix Wealth Management advisor →

Other firms in Sacramento

All Sacramento advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 61Wells Fargo Clearing Services, LLC 59Allworth Financial, L.P. 50LPL Financial LLC 49Morgan Stanley 43Strategic Advisers LLC 38Osaic Wealth, Inc. 30Charles Schwab & Co., Inc. 21Captrust 20Ameriprise Financial Services, LLC 17Edward Jones 15UBS Financial Services Inc. 14

Questions

How many financial advisors does Nix Wealth Management have in Sacramento?

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

Is Nix Wealth Management one of the largest advisor employers in Sacramento?

Nix Wealth Management ranks number 35 in Sacramento by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 61.

How do I check a Nix Wealth Management advisor in Sacramento?

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 Nix 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.