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Financial ADVSR advisor directory · SEC adviser records

Sapient Private Wealth Management, LLC financial advisors in Oregon

Every SEC-registered investment adviser representative at a Sapient Private Wealth Management, LLC office in Oregon, by city and A to Z.

13 registered advisors work at Sapient Private Wealth Management, LLC in Oregon, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Eugene (13). 4 list the CFP designation and 0 are also registered broker representatives.

Sapient Private Wealth Management, LLC advisors by city in Oregon

Every firm in Oregon →

Eugene 13

Sapient Private Wealth Management, LLC advisors in Oregon, A to Z

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Questions

How many Sapient Private Wealth Management, LLC financial advisors are in Oregon?

13 investment adviser representatives are registered at Sapient Private Wealth Management, LLC offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Oregon does Sapient Private Wealth Management, LLC have the most advisors?

Eugene, with 13. Sapient Private Wealth Management, LLC has advisors in 1 city in Oregon.

How do I check a Sapient Private Wealth Management, LLC advisor in Oregon?

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 Sapient Private Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.