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Financial ADVSR advisor directory · SEC adviser records

International Asset Management financial advisors in San Mateo, CA

Every SEC-registered investment adviser representative at a International Asset Management office in San Mateo, A to Z.

The short answer

3 registered advisors work at International Asset Management in San Mateo, out of 5 at the firm nationwide; it ranks number 18 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

International Asset Management advisors in San Mateo, A to Z

Every International Asset Management advisor →

International Asset Management advisors in every city and state →International Asset Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

International Asset Management advisors in other cities

Emerald Hills, CA 1Menlo Park, CA 1

Other firms in San Mateo

All San Mateo advisors →

Fisher Investments 48Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Emerson Equity LLC 30Morgan Stanley 30LPL Financial LLC 27UBS Financial Services Inc. 20Charles Schwab & Co., Inc. 18Newfront Retirement Services, Inc. 15J.P. Morgan Securities LLC 10Eagle Strategies LLC 8Vantage Wealth Management, LLC 7Wells Fargo Clearing Services, LLC 7

Questions

How many financial advisors does International Asset Management have in San Mateo?

3 investment adviser representatives are registered at International Asset Management offices in San Mateo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is International Asset Management one of the largest advisor employers in San Mateo?

International Asset Management ranks number 18 in San Mateo by registered advisors; Fisher Investments has the most, with 48.

How do I check a International Asset Management advisor in San Mateo?

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 International Asset Management 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.