Financial ADVSR advisor directory · SEC adviser records
Lnw financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Lnw office in San Francisco, A to Z.
14 registered advisors work at Lnw in San Francisco, out of 54 at the firm nationwide; it ranks number 36 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Lnw advisors in San Francisco, A to Z
Every Lnw advisor →- Amin A. BaradaranChartered Financial Analyst
- Grace C. CavenaughInvestment adviser rep
- Jennifer J. ChanChartered Financial Analyst
- Christina T. CovaleskyCertified Financial Planner
- David E. FergusonCertified Financial Planner
- Michael J. GrazianoCertified Financial Planner
- Christopher S. HauswirthInvestment adviser rep
- Steven P. HerzogCertified Financial Planner
- Jennifer K. HicksCertified Financial Planner
- Nicholas T. KanzakiCertified Financial Planner
- Justina T. LaiInvestment adviser rep
- Karen J. LeechInvestment adviser rep
- Laura A. PantaleoInvestment adviser rep
- Maria PyatigorskyChartered Financial Analyst
Lnw advisors in every city and state →Lnw: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lnw advisors in other cities
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 Lnw have in San Francisco?
14 investment adviser representatives are registered at Lnw offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 54 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Lnw one of the largest advisor employers in San Francisco?
Lnw ranks number 36 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.
How do I check a Lnw 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 Lnw 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.