Financial ADVSR advisor directory · SEC adviser records
Collaborative Wealth financial advisors
Every SEC-registered investment adviser representative at Collaborative Wealth, by the state and city of the office they work from.
11 registered advisors work at Collaborative Wealth, in 1 state and 3 cities; the most are in Lake Mary, FL (6). 0 list the CFP designation and 5 are also registered broker representatives.
Search every Collaborative Wealth advisor by name →Collaborative Wealth: assets, clients and custodians →
Cities with the most Collaborative Wealth advisors
Collaborative Wealth advisors by state
Questions
How many financial advisors does Collaborative Wealth have?
11 investment adviser representatives are registered with Collaborative Wealth, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 3 cities. 0 list the CFP designation and 5 are also registered as broker representatives.
Where does Collaborative Wealth have the most advisors?
Lake Mary, FL, with 6 registered advisors, then Stuart, FL (3). By state, Florida has the most, with 11.
How do I find a Collaborative Wealth financial advisor near me?
Pick your state below, then your city, to see every Collaborative Wealth 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 Collaborative Wealth 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 →