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Financial ADVSR advisor directory · SEC adviser records

Landmark Wealth Management financial advisors

Every SEC-registered investment adviser representative at Landmark Wealth Management, by the state and city of the office they work from.

4 registered advisors work at Landmark Wealth Management, in 1 state and 1 city; the most are in Getzville, NY (4). 4 list the CFP designation and 0 are also registered broker representatives.

Search every Landmark Wealth Management advisor by name →Who joined and left Landmark Wealth Management →Landmark Wealth Management: assets, clients and custodians →

Cities with the most Landmark Wealth Management advisors

Getzville, NY 4

Landmark Wealth Management advisors by state

Landmark Wealth Management in New York 4

Getzville 4

Questions

How many financial advisors does Landmark Wealth Management have?

4 investment adviser representatives are registered with Landmark Wealth Management, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 4 list the CFP designation and 0 are also registered as broker representatives.

Where does Landmark Wealth Management have the most advisors?

Getzville, NY, with 4 registered advisors. By state, New York has the most, with 4.

How do I find a Landmark Wealth Management financial advisor near me?

Pick your state below, then your city, to see every Landmark Wealth Management 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 Landmark Wealth Management 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 →