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Financial ADVSR advisor directory · SEC adviser records

Quantum Financial Advisors, LLC financial advisors in Santa Monica, CA

Every SEC-registered investment adviser representative at a Quantum Financial Advisors, LLC office in Santa Monica, A to Z.

The short answer

6 registered advisors work at Quantum Financial Advisors, LLC in Santa Monica, out of 12 at the firm nationwide; it ranks number 10 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Quantum Financial Advisors, LLC advisors in Santa Monica, A to Z

Every Quantum Financial Advisors, LLC advisor →

Quantum Financial Advisors, LLC advisors in every city and state →Quantum Financial Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Quantum Financial Advisors, LLC advisors in other cities

El Segundo, CA 2Pasadena, CA 2Bella Vista, AR 1Mountain View, CA 1

Other firms in Santa Monica

All Santa Monica advisors →

Gerber Kawasaki Wealth & Investment Management 37Abacus Wealth Partners 32Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Morgan Stanley 28Strategic Advisers LLC 17LPL Financial LLC 8Charles Schwab & Co., Inc. 6J.P. Morgan Securities LLC 6Ocean Park Asset Management, LLC 6Dimensional Fund Advisors LP 5Focus Partners Wealth, LLC 5Stratos Wealth Partners, Ltd. 5

Questions

How many financial advisors does Quantum Financial Advisors, LLC have in Santa Monica?

6 investment adviser representatives are registered at Quantum Financial Advisors, LLC offices in Santa Monica, California, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Quantum Financial Advisors, LLC one of the largest advisor employers in Santa Monica?

Quantum Financial Advisors, 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 Quantum Financial Advisors, 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 Quantum Financial Advisors, 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.