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Financial ADVSR advisor directory · SEC adviser records

Colorado Capital Management financial advisors in Boulder, CO

Every SEC-registered investment adviser representative at a Colorado Capital Management office in Boulder, A to Z.

The short answer

6 registered advisors work at Colorado Capital Management in Boulder, out of 8 at the firm nationwide; it ranks number 20 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Colorado Capital Management advisors in Boulder, A to Z

Every Colorado Capital Management advisor →

Colorado Capital Management advisors in every city and state →Colorado Capital Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Colorado Capital Management advisors in other cities

Durango, CO 1Sarasota, FL 1

Other firms in Boulder

All Boulder advisors →

Wells Fargo Clearing Services, LLC 47Merrill Lynch, Pierce, Fenner & Smith Incorporated 40LPL Financial LLC 29Morgan Stanley 18UBS Financial Services Inc. 17Bsw Wealth Partners 15Wells Fargo Advisors Financial Network, LLC 15Raymond James & Associates, Inc. 14Pathstone 12J.P. Morgan Securities LLC 11Charles Schwab & Co., Inc. 10Ameriprise Financial Services, LLC 9

Questions

How many financial advisors does Colorado Capital Management have in Boulder?

6 investment adviser representatives are registered at Colorado Capital Management offices in Boulder, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Colorado Capital Management one of the largest advisor employers in Boulder?

Colorado Capital Management ranks number 20 in Boulder by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 47.

How do I check a Colorado Capital Management advisor in Boulder?

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 Colorado Capital Management 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.