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Financial ADVSR advisor directory · SEC adviser records

Meritas Wealth Management, LLC financial advisors in San Rafael, CA

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

The short answer

5 registered advisors work at Meritas Wealth Management, LLC in San Rafael, out of 6 at the firm nationwide; it ranks number 9 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Meritas Wealth Management, LLC advisors in San Rafael, A to Z

Every Meritas Wealth Management, LLC advisor →

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

Meritas Wealth Management, LLC advisors in other cities

Washington, DC 1

Other firms in San Rafael

All San Rafael advisors →

Global Retirement Partners LLC 181Morgan Stanley 32Wealthspire Advisors 14Stonebridge Financial Group 12LPL Financial LLC 9Stifel, Nicolaus & Company, Incorporated 8Raymond James & Associates, Inc. 7Ameriprise Financial Services, LLC 6O'Donnell Financial Services, LLC 6The Putney Financial Group LLC 6McClurg Capital Corporation 5Westhill Financial Advisors, Inc. 5

Questions

How many financial advisors does Meritas Wealth Management, LLC have in San Rafael?

5 investment adviser representatives are registered at Meritas Wealth Management, LLC offices in San Rafael, California, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Meritas Wealth Management, LLC one of the largest advisor employers in San Rafael?

Meritas Wealth Management, LLC ranks number 9 in San Rafael by registered advisors; Global Retirement Partners LLC has the most, with 181.

How do I check a Meritas Wealth Management, LLC advisor in San Rafael?

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 Meritas 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.