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Financial ADVSR advisor directory · SEC adviser records

Maridea Wealth Management financial advisors in Texas

Every SEC-registered investment adviser representative at a Maridea Wealth Management office in Texas, by city and A to Z.

6 registered advisors work at Maridea Wealth Management in Texas, out of 33 nationwide; it's the firm's number 2 state by advisors, and the most are in Shavano Park (3). 1 list the CFP designation and 3 are also registered broker representatives.

Maridea Wealth Management advisors by city in Texas

Every firm in Texas →

Shavano Park 3Marfa 2San Antonio 1

Maridea Wealth Management advisors in Texas, A to Z

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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

New York 12Ohio 5

Questions

How many Maridea Wealth Management financial advisors are in Texas?

6 investment adviser representatives are registered at Maridea Wealth Management offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 33 at the firm nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Where in Texas does Maridea Wealth Management have the most advisors?

Shavano Park, with 3, then Marfa (2). Maridea Wealth Management has advisors in 3 cities in Texas.

How do I check a Maridea Wealth Management advisor in Texas?

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.