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Financial ADVSR advisor directory · SEC adviser records

Nerdwallet Wealth Partners, LLC financial advisors

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

16 registered advisors work at Nerdwallet Wealth Partners, LLC, in 1 state and 1 city; the most are in New York, NY (16). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Nerdwallet Wealth Partners, LLC advisor by name →Nerdwallet Wealth Partners, LLC: assets, clients and custodians →

Cities with the most Nerdwallet Wealth Partners, LLC advisors

New York, NY 16

Nerdwallet Wealth Partners, LLC advisors by state

Nerdwallet Wealth Partners, LLC in New York 16

New York 16

Questions

How many financial advisors does Nerdwallet Wealth Partners, LLC have?

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

Where does Nerdwallet Wealth Partners, LLC have the most advisors?

New York, NY, with 16 registered advisors. By state, New York has the most, with 16.

How do I find a Nerdwallet Wealth Partners, LLC financial advisor near me?

Pick your state below, then your city, to see every Nerdwallet Wealth Partners, LLC 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 Nerdwallet Wealth Partners, LLC 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 →