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Financial ADVSR advisor directory · SEC adviser records

Citizens Private Wealth financial advisors in California

Every SEC-registered investment adviser representative at a Citizens Private Wealth office in California, by city and A to Z.

The short answer

11 registered advisors work at Citizens Private Wealth in California, out of 91 nationwide; it's the firm's number 2 state by advisors, and the most are in Los Angeles (4). 1 list the CFP designation and 11 are also registered broker representatives.

Citizens Private Wealth advisors by city in California

Every firm in California →

Los Angeles 4Newport Beach 4Beverly Hills 2San Francisco 2Menlo Park 1Westlake Village 1

Citizens Private Wealth advisors in California, A to Z

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Citizens Private Wealth advisors in every state →Citizens Private Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Citizens Private Wealth in other states

New York 54Florida 8Massachusetts 7Rhode Island 3

Questions

How many Citizens Private Wealth financial advisors are in California?

11 investment adviser representatives are registered at Citizens Private Wealth offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 91 at the firm nationwide. 1 list the CFP designation and 11 are also registered as broker representatives.

Where in California does Citizens Private Wealth have the most advisors?

Los Angeles, with 4, then Newport Beach (4). Citizens Private Wealth has advisors in 6 cities in California.

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