Financial ADVSR advisor directory · SEC adviser records
Focus Partners Wealth, LLC financial advisors in Santa Monica, CA
Every SEC-registered investment adviser representative at a Focus Partners Wealth, LLC office in Santa Monica, A to Z.
The short answer
5 registered advisors work at Focus Partners Wealth, LLC in Santa Monica, out of 952 at the firm nationwide; it ranks number 10 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Focus Partners Wealth, LLC advisors in Santa Monica, A to Z
Every Focus Partners Wealth, LLC advisor →- Mark H. BergsohnCertified Financial Planner, Chartered Financial Analyst
- Nathan S. MirjiInvestment adviser rep
- Peter W. MuellerCertified Financial Planner
- Katherine P. SiriwanCertified Financial Planner
- Kittiwat SripomCertified Financial Planner
Focus Partners Wealth, LLC advisors in every city and state →Focus Partners Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Focus Partners Wealth, LLC advisors in other cities
St. Louis, MO 151Chicago, IL 53Atlanta, GA 32Boston, MA 30Deerfield, IL 27Scottsdale, AZ 22Clayton, MO 21Wellesley, MA 21Menlo Park, CA 19Nashville, TN 17Denver, CO 16Indianapolis, IN 15New York, NY 15Seattle, WA 15Westport, CT 15
Other firms in Santa Monica
All Santa Monica advisors →Gerber Kawasaki Wealth & Investment Management 37Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Abacus Wealth Partners 30Morgan Stanley 27Strategic Advisers LLC 15LPL Financial LLC 8J.P. Morgan Securities LLC 7Ocean Park Asset Management, LLC 6Angeles Wealth Management, LLC 5Quantum Financial Advisors, LLC 5Dimensional Fund Advisors LP 4Serenus Wealth Advisors, LLC 4
Questions
How many financial advisors does Focus Partners Wealth, LLC have in Santa Monica?
5 investment adviser representatives are registered at Focus Partners Wealth, LLC offices in Santa Monica, California, according to the SEC's Investment Adviser Public Disclosure records, out of 952 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Focus Partners Wealth, LLC one of the largest advisor employers in Santa Monica?
Focus Partners Wealth, LLC ranks number 10 in Santa Monica by registered advisors; Gerber Kawasaki Wealth & Investment Management has the most, with 37.
How do I check a Focus Partners Wealth, LLC advisor in Santa Monica?
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 Focus Partners Wealth, 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.