Financial ADVSR advisor directory · SEC adviser records
Certis Capital Management, Inc. financial advisors
Every SEC-registered investment adviser representative at Certis Capital Management, Inc., by the state and city of the office they work from.
3 registered advisors work at Certis Capital Management, Inc., in 1 state and 1 city; the most are in Santa Barbara, CA (3). 0 list the CFP designation and 2 are also registered broker representatives.
Search every Certis Capital Management, Inc. advisor by name →Who joined and left Certis Capital Management, Inc. →Certis Capital Management, Inc.: assets, clients and custodians →
Cities with the most Certis Capital Management, Inc. advisors
Certis Capital Management, Inc. advisors by state
Questions
How many financial advisors does Certis Capital Management, Inc. have?
3 investment adviser representatives are registered with Certis Capital Management, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 0 list the CFP designation and 2 are also registered as broker representatives.
Where does Certis Capital Management, Inc. have the most advisors?
Santa Barbara, CA, with 3 registered advisors. By state, California has the most, with 3.
How do I find a Certis Capital Management, Inc. financial advisor near me?
Pick your state below, then your city, to see every Certis Capital Management, Inc. 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 Certis Capital Management, Inc. 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 →