Financial ADVSR advisor directory · SEC adviser records
One Wealth Advisors, LLC financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a One Wealth Advisors, LLC office in San Francisco, A to Z.
The short answer
9 registered advisors work at One Wealth Advisors, LLC in San Francisco, out of 11 at the firm nationwide; it ranks number 56 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
One Wealth Advisors, LLC advisors in San Francisco, A to Z
Every One Wealth Advisors, LLC advisor →- Karime Azar WabiInvestment adviser rep
- Kevin M. CohenInvestment adviser rep
- Eleanor A. HallInvestment adviser rep
- David P. NeeveCertified Financial Planner
- David Santos-GarciaInvestment adviser rep
- Alexander J. SchmitzCertified Financial Planner
- David G. SteeleInvestment adviser rep
- Jonathan E. SteeleChartered Financial Analyst
- Tessa J. SternbergInvestment adviser rep
One Wealth Advisors, LLC advisors in every city and state →One Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
One Wealth Advisors, LLC advisors in other cities
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 One Wealth Advisors, LLC have in San Francisco?
9 investment adviser representatives are registered at One Wealth Advisors, LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is One Wealth Advisors, LLC one of the largest advisor employers in San Francisco?
One Wealth Advisors, LLC ranks number 56 in San Francisco by registered advisors; Morgan Stanley has the most, with 427.
How do I check a One 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 One 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.