Financial ADVSR advisor directory · SEC adviser records
Astoria Strategic Wealth, Inc. financial advisors in Texas
Every SEC-registered investment adviser representative at a Astoria Strategic Wealth, Inc. office in Texas, by city and A to Z.
The short answer
6 registered advisors work at Astoria Strategic Wealth, Inc. in Texas, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in New Braunfels (2). 5 list the CFP designation and 0 are also registered broker representatives.
Astoria Strategic Wealth, Inc. advisors by city in Texas
Every firm in Texas →Astoria Strategic Wealth, Inc. advisors in Texas, A to Z
Search by name →- Brian A. CoxNew Braunfels · Certified Financial Planner
- Kirby D. JacobsonLubbock · Certified Financial Planner, Chartered Financial Analyst
- Russell E. JacobsonFort Worth · Certified Financial Planner
- Mandi J. MoynihanAustin · Certified Financial Planner
- Amber M. PicardNew Braunfels · Certified Financial Planner
- Taylor N. WilcoxHumble
Astoria Strategic Wealth, Inc. advisors in every state →Astoria Strategic Wealth, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Astoria Strategic Wealth, Inc. financial advisors are in Texas?
6 investment adviser representatives are registered at Astoria Strategic Wealth, Inc. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Astoria Strategic Wealth, Inc. have the most advisors?
New Braunfels, with 2, then Austin (1). Astoria Strategic Wealth, Inc. has advisors in 5 cities in Texas.
How do I check a Astoria Strategic Wealth, Inc. advisor in Texas?
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 Astoria Strategic Wealth, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.