Financial ADVSR advisor directory · SEC adviser records
Assembly Wealth financial advisors in California
Every SEC-registered investment adviser representative at a Assembly Wealth office in California, by city and A to Z.
5 registered advisors work at Assembly Wealth in California, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Mill Valley (5). 2 list the CFP designation and 0 are also registered broker representatives.
Assembly Wealth advisors by city in California
Every firm in California →Assembly Wealth advisors in California, A to Z
Search by name →- Gabriel F. BurczykMill Valley
- Nicholas A. GoldthorpeMill Valley
- Jesse P. HindsonMill Valley · Certified Financial Planner
- Douglas HutchinsonMill Valley · Chartered Financial Analyst
- Declan T. LynchMill Valley · Certified Financial Planner
Assembly Wealth advisors in every state →Assembly Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Assembly Wealth financial advisors are in California?
5 investment adviser representatives are registered at Assembly Wealth offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Assembly Wealth have the most advisors?
Mill Valley, with 5. Assembly Wealth has advisors in 1 city in California.
How do I check a Assembly Wealth advisor in California?
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 Assembly Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.