Financial ADVSR advisor directory · SEC adviser records
Maveriq Capital Group LLC financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Maveriq Capital Group LLC office in San Francisco, A to Z.
The short answer
11 registered advisors work at Maveriq Capital Group LLC in San Francisco, out of 11 at the firm nationwide; it ranks number 118 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Maveriq Capital Group LLC advisors in San Francisco, A to Z
Every Maveriq Capital Group LLC advisor →- David A. AbstonCertified Financial Planner
- Maxwell I. BotteneInvestment adviser rep
- Gregory W. ForbesInvestment adviser rep
- Matthew J. HlavacekCertified Financial Planner, Chartered Financial Analyst
- Ryan H. LeamyInvestment adviser rep
- Chase M. PhelpsInvestment adviser rep
- Melanie R. RahillyCertified Financial Planner
- Justin W. RenaudinChartered Financial Analyst
- Caden F. SanchezInvestment adviser rep
- Rick S. WithersCertified Financial Planner
- Peter J. ZaninoInvestment adviser rep
Maveriq Capital Group LLC advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in San Francisco
All San Francisco advisors →Morgan Stanley 471J.P. Morgan Securities LLC 303Merrill Lynch, Pierce, Fenner & Smith Incorporated 250UBS Financial Services Inc. 221Farther 162Wells Fargo Clearing Services, LLC 124Citigroup Global Markets Inc. 87Strategic Advisers LLC 84Schwab Wealth Advisory, Inc. 81Charles Schwab & Co., Inc. 79Iconiq Capital, LLC 74Parallel Advisors, LLC 61
Questions
How many financial advisors does Maveriq Capital Group LLC have in San Francisco?
11 investment adviser representatives are registered at Maveriq Capital Group LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Maveriq Capital Group LLC one of the largest advisor employers in San Francisco?
Maveriq Capital Group LLC ranks number 118 in San Francisco by registered advisors; Morgan Stanley has the most, with 471.
How do I check a Maveriq Capital Group 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 Maveriq Capital Group 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.