Financial ADVSR advisor directory · SEC adviser records
Fermata Advisors financial advisors in California
Every SEC-registered investment adviser representative at a Fermata Advisors office in California, by city and A to Z.
The short answer
13 registered advisors work at Fermata Advisors in California, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Sonoma (9). 3 list the CFP designation and 0 are also registered broker representatives.
Fermata Advisors advisors by city in California
Every firm in California →Fermata Advisors advisors in California, A to Z
Search by name →- Francisco J. AlcantarSonoma
- Silvio G. BettinelliNapa
- Daren E. BlonskiSonoma · Certified Financial Planner
- Clayton J. DunkleSonoma
- Mason G. MooreSonoma
- William S. MurraySonoma
- Zachary PaulSonoma · Certified Financial Planner
- Davis J. RichChico
- Rebecca C. RichChico
- Mariam S. Saboori ShamlowSonoma
- Christopher D. SipesSonoma
- Zachary J. WeirichAuburn · Certified Financial Planner
- Shelby T. WirickSonoma
Fermata Advisors advisors in every state →Fermata Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Fermata Advisors financial advisors are in California?
13 investment adviser representatives are registered at Fermata Advisors offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Fermata Advisors have the most advisors?
Sonoma, with 9, then Chico (2). Fermata Advisors has advisors in 4 cities in California.
How do I check a Fermata Advisors advisor in California?
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 Fermata Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.