Financial ADVSR advisor directory · SEC adviser records
Dakota Wealth, LLC financial advisors in Delaware
Every SEC-registered investment adviser representative at a Dakota Wealth, LLC office in Delaware, by city and A to Z.
4 registered advisors work at Dakota Wealth, LLC in Delaware, out of 58 nationwide; it's the firm's number 3 state by advisors, and the most are in Lewes (3). 2 list the CFP designation and 0 are also registered broker representatives.
Dakota Wealth, LLC advisors by city in Delaware
Every firm in Delaware →Dakota Wealth, LLC advisors in Delaware, A to Z
Search by name →- Evan D. HineLewes · Certified Financial Planner
- Sean D. MerlonghiLewes · Certified Financial Planner
- Jay C. MiddletonDewes · Chartered Financial Consultant
- Carrie M. RuarkLewes
Dakota Wealth, LLC advisors in every state →Dakota Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Dakota Wealth, LLC in other states
Questions
How many Dakota Wealth, LLC financial advisors are in Delaware?
4 investment adviser representatives are registered at Dakota Wealth, LLC offices in Delaware, according to the SEC's Investment Adviser Public Disclosure records, out of 58 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Delaware does Dakota Wealth, LLC have the most advisors?
Lewes, with 3, then Dewes (1). Dakota Wealth, LLC has advisors in 2 cities in Delaware.
How do I check a Dakota Wealth, LLC advisor in Delaware?
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 Dakota Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.