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Financial ADVSR advisor directory · SEC adviser records

Summitry, LLC financial advisors in San Mateo, CA

Every SEC-registered investment adviser representative at a Summitry, LLC office in San Mateo, A to Z.

6 registered advisors work at Summitry, LLC in San Mateo, out of 25 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Summitry, LLC advisors in San Mateo, A to Z

Every Summitry, LLC advisor →

Summitry, LLC advisors in every city and state →Summitry, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Summitry, LLC advisors in other cities

Foster City, CA 18Pasadena, 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 Summitry, LLC have in San Mateo?

6 investment adviser representatives are registered at Summitry, LLC offices in San Mateo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 25 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Summitry, LLC one of the largest advisor employers in San Mateo?

Summitry, LLC ranks number 14 in San Mateo by registered advisors; Fisher Investments has the most, with 48.

How do I check a Summitry, LLC 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 Summitry, 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.