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Councilor Wealth LLC financial advisors
Every SEC-registered investment adviser representative at Councilor Wealth LLC, by the state and city of the office they work from.
10 registered advisors work at Councilor Wealth LLC, in 2 states and 4 cities; the most are in Bethesda, MD (7). 7 list the CFP designation and 0 are also registered broker representatives.
Search every Councilor Wealth LLC advisor by name →Who joined and left Councilor Wealth LLC →Councilor Wealth LLC: assets, clients and custodians →
Cities with the most Councilor Wealth LLC advisors
Bethesda, MD 7Fenwick Island, DE 1Gaithersburg, MD 1Smithsburg, MD 1
Councilor Wealth LLC advisors by state
Questions
How many financial advisors does Councilor Wealth LLC have?
10 investment adviser representatives are registered with Councilor Wealth LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 4 cities. 7 list the CFP designation and 0 are also registered as broker representatives.
Where does Councilor Wealth LLC have the most advisors?
Bethesda, MD, with 7 registered advisors, then Fenwick Island, DE (1). By state, Maryland has the most, with 9.
How do I find a Councilor Wealth LLC financial advisor near me?
Pick your state below, then your city, to see every Councilor Wealth LLC 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 Councilor Wealth LLC 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 →