Financial ADVSR advisor directory · SEC adviser records
Cerity Partners LLC financial advisors in Santa Barbara, CA
Every SEC-registered investment adviser representative at a Cerity Partners LLC office in Santa Barbara, A to Z.
The short answer
12 registered advisors work at Cerity Partners LLC in Santa Barbara, out of 723 at the firm nationwide; it ranks number 5 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Cerity Partners LLC advisors in Santa Barbara, A to Z
Every Cerity Partners LLC advisor →- Kendall AlbertInvestment adviser rep
- Dalton W. DixonInvestment adviser rep
- Sara R. FederCertified Financial Planner
- Joseph E. FerreiraCertified Financial Planner
- Colin M. HyattInvestment adviser rep
- Riley D. JohnsonInvestment adviser rep
- Kristen E. KochCertified Financial Planner
- Kyle B. LantowCertified Financial Planner
- Dorienne S. LarbigInvestment adviser rep
- Jessica K. LaymanCertified Financial Planner
- Clayton T. MurdyCertified Financial Planner
- Alissa J. RennackerCertified Financial Planner
Cerity Partners LLC advisors in every city and state →Cerity Partners LLC: assets, clients and custodians →Cerity Partners news and advisor moves →Advisor Moves: who changed firms this week →
Cerity Partners LLC advisors in other cities
New York, NY 353Louisville, KY 48Boston, MA 27San Francisco, CA 23Chicago, IL 16Indianapolis, IN 15Norfolk, VA 14Denver, CO 13Mill Valley, CA 10Rockville, MD 10Austin, TX 9Fort Worth, TX 9Cincinnati, OH 7Raleigh, NC 7Reston, VA 7
Other firms in Santa Barbara
All Santa Barbara advisors →Mission Wealth Management, LP 47Wells Fargo Clearing Services, LLC 38Morgan Stanley 30Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Strategic Advisers LLC 12UBS Financial Services Inc. 12Centaurus Financial, Inc. 11Avalan, LLC 10LPL Financial LLC 10Painted Porch Advisors LLC 10Channel Wealth, LLC 9Charles Schwab & Co., Inc. 9
Questions
How many financial advisors does Cerity Partners LLC have in Santa Barbara?
12 investment adviser representatives are registered at Cerity Partners LLC offices in Santa Barbara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 723 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Cerity Partners LLC one of the largest advisor employers in Santa Barbara?
Cerity Partners LLC ranks number 5 in Santa Barbara by registered advisors; Mission Wealth Management, LP has the most, with 47.
How do I check a Cerity Partners LLC advisor in Santa Barbara?
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 Cerity Partners 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.