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Financial ADVSR advisor directory · SEC adviser records

Monarch Wealth Strategies financial advisors in Santa Barbara, CA

Every SEC-registered investment adviser representative at a Monarch Wealth Strategies office in Santa Barbara, A to Z.

The short answer

3 registered advisors work at Monarch Wealth Strategies in Santa Barbara, out of 8 at the firm nationwide; it ranks number 36 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Monarch Wealth Strategies advisors in Santa Barbara, A to Z

Every Monarch Wealth Strategies advisor →

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

Monarch Wealth Strategies advisors in other cities

Los Angeles, CA 4Santa Maria, CA 1

Other firms in Santa Barbara

All Santa Barbara advisors →

Mission Wealth Management, LP 46Wells Fargo Clearing Services, LLC 41Morgan Stanley 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Centaurus Financial, Inc. 12LPL Financial LLC 12Strategic Advisers LLC 12UBS Financial Services Inc. 12Cerity Partners LLC 11Avalan, LLC 10Painted Porch Advisors LLC 10Channel Wealth, LLC 9

Questions

How many financial advisors does Monarch Wealth Strategies have in Santa Barbara?

3 investment adviser representatives are registered at Monarch Wealth Strategies offices in Santa Barbara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Monarch Wealth Strategies one of the largest advisor employers in Santa Barbara?

Monarch Wealth Strategies ranks number 36 in Santa Barbara by registered advisors; Mission Wealth Management, LP has the most, with 46.

How do I check a Monarch Wealth Strategies 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 Monarch Wealth Strategies 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.