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Financial ADVSR advisor directory · SEC adviser records

Platt Wealth Management financial advisors in San Diego, CA

Every SEC-registered investment adviser representative at a Platt Wealth Management office in San Diego, A to Z.

The short answer

3 registered advisors work at Platt Wealth Management in San Diego, out of 3 at the firm nationwide; it ranks number 135 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Platt Wealth Management advisors in San Diego, A to Z

Every Platt Wealth Management advisor →

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

Other firms in San Diego

All San Diego advisors →

LPL Financial LLC 742Wells Fargo Clearing Services, LLC 167Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 138UBS Financial Services Inc. 118Strategic Advisers LLC 112Cetera Investment Advisers LLC 104J.P. Morgan Securities LLC 104Park Avenue Securities LLC 71Independent Financial Group, LLC 66Commonwealth Financial Network 62Madison Avenue Securities, LLC 61

Questions

How many financial advisors does Platt Wealth Management have in San Diego?

3 investment adviser representatives are registered at Platt Wealth Management offices in San Diego, 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 Platt Wealth Management one of the largest advisor employers in San Diego?

Platt Wealth Management ranks number 135 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.

How do I check a Platt Wealth Management advisor in San Diego?

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 Platt 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.