Financial ADVSR advisor directory · SEC adviser records
1919 Investment Counsel, LLC financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a 1919 Investment Counsel, LLC office in San Francisco, A to Z.
The short answer
5 registered advisors work at 1919 Investment Counsel, LLC in San Francisco, out of 24 at the firm nationwide; it ranks number 73 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
1919 Investment Counsel, LLC advisors in San Francisco, A to Z
Every 1919 Investment Counsel, LLC advisor →- Paul B. ClarkInvestment adviser rep
- James J. O'ConnorCertified Financial Planner, Chartered Financial Analyst
- Andrew J. RandCertified Financial Planner
- John R. RobersonInvestment adviser rep
- Lawrence V. ZartarianInvestment adviser rep
1919 Investment Counsel, LLC advisors in every city and state →1919 Investment Counsel, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
1919 Investment Counsel, LLC advisors in other cities
Baltimore, MD 6Birmingham, AL 6Cincinnati, OH 2New York, NY 2Philadelphia, PA 2Charlotte, NC 1
Other firms in San Francisco
All San Francisco advisors →Morgan Stanley 418J.P. Morgan Securities LLC 294Merrill Lynch, Pierce, Fenner & Smith Incorporated 215UBS Financial Services Inc. 189Farther 131Wells Fargo Clearing Services, LLC 109Citigroup Global Markets Inc. 79Schwab Wealth Advisory, Inc. 75Iconiq Capital, LLC 73Charles Schwab & Co., Inc. 70Strategic Advisers LLC 65Parallel Advisors, LLC 54
Questions
How many financial advisors does 1919 Investment Counsel, LLC have in San Francisco?
5 investment adviser representatives are registered at 1919 Investment Counsel, LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 24 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is 1919 Investment Counsel, LLC one of the largest advisor employers in San Francisco?
1919 Investment Counsel, LLC ranks number 73 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.
How do I check a 1919 Investment Counsel, LLC advisor in San Francisco?
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 1919 Investment Counsel, 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.