Financial ADVSR advisor directory · SEC adviser records
Sand Hill Global Advisors, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Sand Hill Global Advisors, LLC office in California, by city and A to Z.
The short answer
17 registered advisors work at Sand Hill Global Advisors, LLC in California, out of 17 nationwide; it's the firm's number 1 state by advisors, and the most are in Palo Alto (15). 6 list the CFP designation and 0 are also registered broker representatives.
Sand Hill Global Advisors, LLC advisors by city in California
Every firm in California →Sand Hill Global Advisors, LLC advisors in California, A to Z
Search by name →- Megan S. BreslinPalo Alto
- Alfred K. CheungPalo Alto
- Elizabeth R. CodyPalo Alto · Certified Financial Planner
- Anthony D. CraunPalo Alto · Chartered Financial Analyst
- Caroline A. CurtsPalo Alto · Certified Financial Planner
- Meghan D. DatersSan Francisco
- Brian E. DombkowskiPalo Alto · Chartered Financial Analyst
- Drew E. KundePalo Alto
- Stephen F. PetersonPalo Alto · Certified Financial Planner
- Kimberly N. PhamPalo Alto
- Miriam SantiagoPalo Alto · Certified Financial Planner
- Mark F. StrahsPalo Alto
- Kristin M. SunPalo Alto
- Barry TaylorSan Francisco · Certified Financial Planner
- Brenda A. VingielloPalo Alto · Chartered Financial Analyst
- Kimberleigh A. WilliamsPalo Alto · Certified Financial Planner
- Brendon H. YiPalo Alto
Sand Hill Global Advisors, LLC advisors in every state →Sand Hill Global Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Sand Hill Global Advisors, LLC financial advisors are in California?
17 investment adviser representatives are registered at Sand Hill Global Advisors, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 17 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Sand Hill Global Advisors, LLC have the most advisors?
Palo Alto, with 15, then San Francisco (2). Sand Hill Global Advisors, LLC has advisors in 2 cities in California.
How do I check a Sand Hill Global Advisors, LLC advisor in California?
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 Sand Hill Global Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.