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Financial ADVSR advisor directory · SEC adviser records

Lantern Wealth Advisors, LLC financial advisors in San Francisco, CA

Every SEC-registered investment adviser representative at a Lantern Wealth Advisors, LLC office in San Francisco, A to Z.

The short answer

3 registered advisors work at Lantern Wealth Advisors, LLC in San Francisco, out of 24 at the firm nationwide; it ranks number 108 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Lantern Wealth Advisors, LLC advisors in San Francisco, A to Z

Every Lantern Wealth Advisors, LLC advisor →

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

Lantern Wealth Advisors, LLC advisors in other cities

Melville, NY 14New York, NY 3East Hampton, NY 1Geneva, IL 1Houston, TX 1Miami, FL 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 Lantern Wealth Advisors, LLC have in San Francisco?

3 investment adviser representatives are registered at Lantern Wealth Advisors, LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 24 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Lantern Wealth Advisors, LLC one of the largest advisor employers in San Francisco?

Lantern Wealth Advisors, LLC ranks number 108 in San Francisco by registered advisors; Morgan Stanley has the most, with 427.

How do I check a Lantern Wealth Advisors, 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 Lantern Wealth Advisors, 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.