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Financial ADVSR advisor directory · SEC adviser records

Vantage Wealth Management, LLC financial advisors in San Mateo, CA

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

The short answer

7 registered advisors work at Vantage Wealth Management, LLC in San Mateo, out of 7 at the firm nationwide; it ranks number 11 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Vantage Wealth Management, LLC advisors in San Mateo, A to Z

Every Vantage Wealth Management, LLC advisor →

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

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 8Wells Fargo Clearing Services, LLC 7Osaic Wealth, Inc. 6

Questions

How many financial advisors does Vantage Wealth Management, LLC have in San Mateo?

7 investment adviser representatives are registered at Vantage Wealth Management, LLC offices in San Mateo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Vantage Wealth Management, LLC one of the largest advisor employers in San Mateo?

Vantage Wealth Management, LLC ranks number 11 in San Mateo by registered advisors; Fisher Investments has the most, with 48.

How do I check a Vantage Wealth Management, 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 Vantage Wealth Management, 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.