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Bakeravenue financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Bakeravenue office in San Francisco, A to Z.
The short answer
15 registered advisors work at Bakeravenue in San Francisco, out of 29 at the firm nationwide; it ranks number 33 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Bakeravenue advisors in San Francisco, A to Z
Every Bakeravenue advisor →- Simon G. Baker Jr.Investment adviser rep
- Daniel J. CassellChartered Financial Analyst
- Doug S. CoudenChartered Financial Analyst
- Peter N. EspirituInvestment adviser rep
- Brieanna R. FordCertified Financial Planner
- Sonia N. KhakiChartered Financial Analyst
- Hannah G. KimInvestment adviser rep
- Joseph LesnickInvestment adviser rep
- Gerald M. Luff IIIInvestment adviser rep
- Gerry OconnellInvestment adviser rep
- Timothy P. RizzutiCertified Financial Planner
- Michael A. TidemanCertified Financial Planner, Chartered Financial Analyst
- Richard J. TorresCertified Financial Planner
- Tanya F. WelchCertified Financial Planner, Chartered Financial Analyst
- David WhiteCertified Financial Planner
Bakeravenue advisors in every city and state →Bakeravenue: assets, clients and custodians →Advisor Moves: who changed firms this week →
Bakeravenue advisors in other cities
Southlake, TX 5Del Mar, CA 2New York, NY 2Alpharette, GA 1Austin, TX 1Clearwater, FL 1Houston, TX 1Pasadena, CA 1
Other firms in San Francisco
All San Francisco advisors →Morgan Stanley 427J.P. Morgan Securities LLC 286Merrill Lynch, Pierce, Fenner & Smith Incorporated 218UBS Financial Services Inc. 209Farther 144Wells Fargo Clearing Services, LLC 110Strategic Advisers LLC 75Citigroup Global Markets Inc. 73Charles Schwab & Co., Inc. 70Iconiq Capital, LLC 69Schwab Wealth Advisory, Inc. 67Parallel Advisors, LLC 55
Questions
How many financial advisors does Bakeravenue have in San Francisco?
15 investment adviser representatives are registered at Bakeravenue offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 29 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Bakeravenue one of the largest advisor employers in San Francisco?
Bakeravenue ranks number 33 in San Francisco by registered advisors; Morgan Stanley has the most, with 427.
How do I check a Bakeravenue 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 Bakeravenue 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.