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Financial ADVSR advisor directory · SEC adviser records

Prentice Wealth Management LLC financial advisors in New York

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

3 registered advisors work at Prentice Wealth Management LLC in New York, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Rochester (2). 2 list the CFP designation and 2 are also registered broker representatives.

Prentice Wealth Management LLC advisors by city in New York

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Rochester 2Baldwinsville 1

Prentice Wealth Management LLC advisors in New York, A to Z

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

Questions

How many Prentice Wealth Management LLC financial advisors are in New York?

3 investment adviser representatives are registered at Prentice Wealth Management LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Where in New York does Prentice Wealth Management LLC have the most advisors?

Rochester, with 2, then Baldwinsville (1). Prentice Wealth Management LLC has advisors in 2 cities in New York.

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