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Financial ADVSR advisor directory · SEC adviser records

Aegis Wealth financial advisors

Every SEC-registered investment adviser representative at Aegis Wealth, by the state and city of the office they work from.

5 registered advisors work at Aegis Wealth, in 1 state and 1 city; the most are in Bethesda, MD (5). 3 list the CFP designation and 0 are also registered broker representatives.

Search every Aegis Wealth advisor by name →Who joined and left Aegis Wealth →Aegis Wealth: assets, clients and custodians →

Cities with the most Aegis Wealth advisors

Bethesda, MD 5

Aegis Wealth advisors by state

Aegis Wealth in Maryland 5

Bethesda 5

Questions

How many financial advisors does Aegis Wealth have?

5 investment adviser representatives are registered with Aegis Wealth, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 3 list the CFP designation and 0 are also registered as broker representatives.

Where does Aegis Wealth have the most advisors?

Bethesda, MD, with 5 registered advisors. By state, Maryland has the most, with 5.

How do I find a Aegis Wealth financial advisor near me?

Pick your state below, then your city, to see every Aegis Wealth advisor registered at an office there. Each one 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. An advisor registered at Aegis Wealth offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →