Financial ADVSR advisor directory · SEC adviser records
Maridea Wealth Management financial advisors in New York
Every SEC-registered investment adviser representative at a Maridea Wealth Management office in New York, by city and A to Z.
The short answer
12 registered advisors work at Maridea Wealth Management in New York, out of 33 nationwide; it's the firm's number 1 state by advisors, and the most are in Brooklyn (12). 3 list the CFP designation and 3 are also registered broker representatives.
Maridea Wealth Management advisors by city in New York
Every firm in New York →Maridea Wealth Management advisors in New York, A to Z
Search by name →- Stephanie T. BawolekBrooklyn · Certified Financial Planner
- Stacey N. BrooksBrooklyn
- Brian J. CathcartBrooklyn
- Jared A. Chase Jr.Brooklyn
- Nicholas J. CrowBrooklyn · Chartered Financial Analyst
- Henry N. EllisBrooklyn · Certified Financial Planner
- Marc G. GagniBrooklyn
- Jason R. OdetteBrooklyn · Certified Financial Planner
- Richard P. Pucci Sr.Brooklyn
- Shanna J. ReedBrooklyn
- Katrena B. ShippBrooklyn
- Mier W. WangBrooklyn
Maridea Wealth Management advisors in every state →Maridea Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Maridea Wealth Management in other states
Questions
How many Maridea Wealth Management financial advisors are in New York?
12 investment adviser representatives are registered at Maridea Wealth Management offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 33 at the firm nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Where in New York does Maridea Wealth Management have the most advisors?
Brooklyn, with 12. Maridea Wealth Management has advisors in 1 city in New York.
How do I check a Maridea Wealth Management advisor in New York?
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 Maridea Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.