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Financial ADVSR advisor directory · SEC adviser records

Lewis M. Wallensky Associates financial advisors in California

Every SEC-registered investment adviser representative at a Lewis M. Wallensky Associates office in California, by city and A to Z.

The short answer

3 registered advisors work at Lewis M. Wallensky Associates in California, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Los Angeles (3). 2 list the CFP designation and 3 are also registered broker representatives.

Lewis M. Wallensky Associates advisors by city in California

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Los Angeles 3

Lewis M. Wallensky Associates advisors in California, A to Z

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Questions

How many Lewis M. Wallensky Associates financial advisors are in California?

3 investment adviser representatives are registered at Lewis M. Wallensky Associates offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

Where in California does Lewis M. Wallensky Associates have the most advisors?

Los Angeles, with 3. Lewis M. Wallensky Associates has advisors in 1 city in California.

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