Financial ADVSR advisor directory · SEC adviser records
Citizens Private Wealth financial advisors in Florida
Every SEC-registered investment adviser representative at a Citizens Private Wealth office in Florida, by city and A to Z.
8 registered advisors work at Citizens Private Wealth in Florida, out of 91 nationwide; it's the firm's number 3 state by advisors, and the most are in Naples (5). 2 list the CFP designation and 7 are also registered broker representatives.
Citizens Private Wealth advisors by city in Florida
Every firm in Florida →Citizens Private Wealth advisors in Florida, A to Z
Search by name →- Rachel BonnetBoca Raton · Certified Financial Planner
- Mandie EvansNaples
- Matthew A. FossNaples · Certified Financial Planner
- Joel KaufmanWellington
- Nicole M. MolnarNaples
- James R. RubintonNaples
- Jody A. SantiagoNaples
- Jonathan B. SotoBoca Raton
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
Questions
How many Citizens Private Wealth financial advisors are in Florida?
8 investment adviser representatives are registered at Citizens Private Wealth offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 91 at the firm nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.
Where in Florida does Citizens Private Wealth have the most advisors?
Naples, with 5, then Boca Raton (2). Citizens Private Wealth has advisors in 3 cities in Florida.
How do I check a Citizens Private Wealth advisor in Florida?
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.