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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Blue Marble Investments financial advisors in California

Every SEC-registered investment adviser representative at a Blue Marble Investments office in California, by city and A to Z.

The short answer

3 registered advisors work at Blue Marble Investments in California, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Santa Barbara (3). 0 list the CFP designation and 2 are also registered broker representatives.

Blue Marble Investments advisors by city in California

Every firm in California →

Santa Barbara 3

Blue Marble Investments advisors in California, A to Z

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Blue Marble Investments advisors in every state →Blue Marble Investments: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Blue Marble Investments financial advisors are in California?

3 investment adviser representatives are registered at Blue Marble Investments offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Where in California does Blue Marble Investments have the most advisors?

Santa Barbara, with 3. Blue Marble Investments has advisors in 1 city in California.

How do I check a Blue Marble Investments 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 Blue Marble Investments office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.