Financial ADVSR advisor directory · SEC adviser records
Fermata Advisors financial advisors in Sonoma, CA
Every SEC-registered investment adviser representative at a Fermata Advisors office in Sonoma, A to Z.
9 registered advisors work at Fermata Advisors in Sonoma, out of 13 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Fermata Advisors advisors in Sonoma, A to Z
Every Fermata Advisors advisor →- Francisco J. AlcantarInvestment adviser rep
- Daren E. BlonskiCertified Financial Planner
- Clayton J. DunkleInvestment adviser rep
- Mason G. MooreInvestment adviser rep
- William S. MurrayInvestment adviser rep
- Zachary PaulCertified Financial Planner
- Mariam S. Saboori ShamlowInvestment adviser rep
- Christopher D. SipesInvestment adviser rep
- Shelby T. WirickInvestment adviser rep
Fermata Advisors advisors in every city and state →Fermata Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Fermata Advisors advisors in other cities
Other firms in Sonoma
All Sonoma advisors →Edward Jones 15Ameriprise Financial Services, LLC 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Fermata Advisors have in Sonoma?
9 investment adviser representatives are registered at Fermata Advisors offices in Sonoma, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Fermata Advisors one of the largest advisor employers in Sonoma?
Fermata Advisors ranks number 2 in Sonoma by registered advisors; Edward Jones has the most, with 15.
How do I check a Fermata Advisors advisor in Sonoma?
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 Fermata Advisors 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.