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Financial ADVSR advisor directory · SEC adviser records

Dakota Wealth, LLC financial advisors in Lewes, DE

Every SEC-registered investment adviser representative at a Dakota Wealth, LLC office in Lewes, A to Z.

3 registered advisors work at Dakota Wealth, LLC in Lewes, out of 58 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Dakota Wealth, LLC advisors in Lewes, A to Z

Every Dakota Wealth, LLC advisor →

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

Dakota Wealth, LLC advisors in other cities

Palm Beach Gardens, FL 34Akron, OH 3Stillwater, MN 3Mechanicsburg, PA 2Newton, MA 2Sartell, MN 2Billings, MT 1Davidson, NC 1Dewes, DE 1Fairfield, CT 1Fort Lauderdale, FL 1Manchester, MA 1Mansfield, MA 1Philadelphia, PA 1Reading, PA 1

Other firms in Lewes

All Lewes advisors →

Janney Montgomery Scott LLC 13LPL Financial LLC 7Osaic Wealth, Inc. 5Diversify Wealth Management, LLC 3Edward Jones 3Wells Fargo Advisors Financial Network, LLC 3

Questions

How many financial advisors does Dakota Wealth, LLC have in Lewes?

3 investment adviser representatives are registered at Dakota Wealth, LLC offices in Lewes, Delaware, according to the SEC's Investment Adviser Public Disclosure records, out of 58 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Dakota Wealth, LLC one of the largest advisor employers in Lewes?

Dakota Wealth, LLC ranks number 4 in Lewes by registered advisors; Janney Montgomery Scott LLC has the most, with 13.

How do I check a Dakota Wealth, LLC advisor in Lewes?

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 Dakota 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.