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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in San Leandro, CA

Every SEC-registered investment adviser representative at a firm office in San Leandro, with the firms that employ the most of them.

26 registered advisors work in San Leandro; the most are at Cetera Investment Advisers LLC (4). 2 list the CFP designation and 21 are also registered broker representatives.

Firms with the most advisors in San Leandro

FirmAdvisors in San Leandro
Cetera Investment Advisers LLC news4
MML Investors Services, LLC4
J.P. Morgan Securities LLC news2
Knights Of Columbus Asset Advisors LLC2
LPL Financial LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Pfs Investments Inc.2
Baker & Associates Registered Investment Advisors, LLC1
Mj Capital Management LLC1
Osaic Wealth, Inc. news1
Planmember Securities Corporation1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
U.S. Bancorp Advisors, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in San Leandro, A to Z

CFP advisors in San Leandro →

Other cities in California

All of California →

San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in San Leandro, CA?

26 investment adviser representatives are registered at firm offices in San Leandro, California, according to the SEC's Investment Adviser Public Disclosure records. 21 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in San Leandro?

Cetera Investment Advisers LLC, with 4 registered advisors in San Leandro, followed by MML Investors Services, LLC with 4.

How do I check a financial advisor in San Leandro?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.