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Financial ADVSR advisor directory · SEC adviser records

Nerdwallet Wealth Partners, LLC financial advisors in New York

Every SEC-registered investment adviser representative at a Nerdwallet Wealth Partners, LLC office in New York, by city and A to Z.

The short answer

16 registered advisors work at Nerdwallet Wealth Partners, LLC in New York, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (16). 2 list the CFP designation and 0 are also registered broker representatives.

Nerdwallet Wealth Partners, LLC advisors by city in New York

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New York 16

Nerdwallet Wealth Partners, LLC advisors in New York, A to Z

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Nerdwallet Wealth Partners, LLC advisors in every state →Nerdwallet Wealth Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Nerdwallet Wealth Partners, LLC financial advisors are in New York?

16 investment adviser representatives are registered at Nerdwallet Wealth Partners, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

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

New York, with 16. Nerdwallet Wealth Partners, LLC has advisors in 1 city in New York.

How do I check a Nerdwallet Wealth Partners, LLC 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 Nerdwallet Wealth Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.