Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Venice, CA
Every SEC-registered investment adviser representative at a firm office in Venice, with the firms that employ the most of them.
25 registered advisors work in Venice; the most are at Life Unlocked Partners LLC (3). 0 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Venice
| Firm | Advisors in Venice |
|---|---|
| Life Unlocked Partners LLC | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 3 |
| Park Avenue Securities LLC | 2 |
| Capital Client Group, Inc. | 1 |
| Composition Wealth, LLC | 1 |
| Created Wealth Advisory | 1 |
| Equitable Advisors, LLC news | 1 |
| Federated Global Investment Management Corp. | 1 |
| Federated Securities Corp. | 1 |
| Han Assets Management LLC | 1 |
| Integrated Wealth Concepts LLC | 1 |
| J.P. Morgan Securities LLC news | 1 |
| LPL Financial LLC news | 1 |
| Lilac Wealth, LLC | 1 |
| Mdrn Wealth | 1 |
| Mdt Advisers, A Division Of Federated Mdta LLC | 1 |
| Mgn And Co. LLC | 1 |
| Mtc Wealth Management | 1 |
| Spiderrock Advisors, LLC | 1 |
| Strategic Advisers LLC | 1 |
| The Investment House LLC | 1 |
| Westlight Wealth | 1 |
Advisors in Venice, A to Z
Search all of California →- John D. BoydMdrn Wealth · Certified Financial Planner
- Clare A. BrodersenEquitable Advisors, LLC
- David J. BrownFederated Securities Corp.
- Adam W. ButterfieldSpiderrock Advisors, LLC
- Andres A. CardonaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Johnny N. ChuchenIntegrated Wealth Concepts LLC
- Vera J. FeldbuschMtc Wealth Management
- Peter R. GardinerThe Investment House LLC
- Dafu HanHan Assets Management LLC
- Michael A. HarrisonStrategic Advisers LLC
- Marko JaricPark Avenue Securities LLC
- Anne B. JohnstonCreated Wealth Advisory · Certified Financial Planner
- Aleksandar KellyLife Unlocked Partners LLC
- Lelamarie KellyLife Unlocked Partners LLC
- Fred R. KettlerPark Avenue Securities LLC
- Susan MortonLPL Financial LLC
- Mark G. NedlinMgn And Co. LLC
- David J. ParzialeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicole B. PavlovicComposition Wealth, LLC
- Rafael Real BravoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jamie D. RigdenCapital Client Group, Inc.
- Jason G. RounickWestlight Wealth · Certified Financial Planner, Chartered Financial Consultant
- Mark S. TennenbaumLife Unlocked Partners LLC
- Steven G. WalravenLilac Wealth, LLC · Chartered Financial Analyst
- Muddassir ZafarJ.P. Morgan Securities LLC
Other cities in California
All of California →San Diego 3,692Los Angeles 3,528San Francisco 3,395Newport Beach 1,868Irvine 1,751Pasadena 1,138Walnut Creek 1,114San Jose 962Beverly Hills 692Westlake Village 638Roseville 633Sacramento 613Palo Alto 546Torrance 513La Jolla 490Santa Barbara 454Carlsbad 446Fresno 446El Segundo 438San Rafael 434Menlo Park 432Woodland Hills 377San Mateo 373Long Beach 359
Questions
How many financial advisors are in Venice, CA?
25 investment adviser representatives are registered at firm offices in Venice, California, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Venice?
Life Unlocked Partners LLC, with 3 registered advisors in Venice, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 3.
How do I check a financial advisor in Venice?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.