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Financial ADVSR advisor directory · SEC adviser records

Collaborative Wealth financial advisors in Florida

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

11 registered advisors work at Collaborative Wealth in Florida, out of 11 nationwide; it's the firm's number 1 state by advisors, and the most are in Lake Mary (6). 3 list the CFP designation and 5 are also registered broker representatives.

Collaborative Wealth advisors by city in Florida

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Lake Mary 6Stuart 3Gainesville 2

Collaborative Wealth advisors in Florida, A to Z

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

Questions

How many Collaborative Wealth financial advisors are in Florida?

11 investment adviser representatives are registered at Collaborative Wealth offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 11 at the firm nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.

Where in Florida does Collaborative Wealth have the most advisors?

Lake Mary, with 6, then Stuart (3). Collaborative Wealth has advisors in 3 cities in Florida.

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