Financial ADVSR advisor directory · SEC adviser records
Peltoma Capital Partners financial advisors in Texas
Every SEC-registered investment adviser representative at a Peltoma Capital Partners office in Texas, by city and A to Z.
The short answer
3 registered advisors work at Peltoma Capital Partners in Texas, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Austin (3). 2 list the CFP designation and 0 are also registered broker representatives.
Peltoma Capital Partners advisors by city in Texas
Every firm in Texas →Peltoma Capital Partners advisors in Texas, A to Z
Search by name →- Rachael M. LevineAustin · Certified Financial Planner
- Rubin J. MillerAustin · Chartered Financial Analyst
- Emily M. TeagueAustin · Certified Financial Planner
Peltoma Capital Partners advisors in every state →Peltoma Capital Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Peltoma Capital Partners financial advisors are in Texas?
3 investment adviser representatives are registered at Peltoma Capital Partners offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Peltoma Capital Partners have the most advisors?
Austin, with 3. Peltoma Capital Partners has advisors in 1 city in Texas.
How do I check a Peltoma Capital Partners 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 Peltoma Capital Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.