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Financial ADVSR advisor directory · SEC adviser records

Select Wealth Partners financial advisors

Every SEC-registered investment adviser representative at Select Wealth Partners, by the state and city of the office they work from.

The short answer

10 registered advisors work at Select Wealth Partners, in 1 state and 3 cities; the most are in Middletown, NY (6). 1 list the CFP designation and 10 are also registered broker representatives.

Search every Select Wealth Partners advisor by name →Who joined and left Select Wealth Partners →

Cities with the most Select Wealth Partners advisors

Middletown, NY 6Goshen, NY 3Pine Bush, NY 1

Select Wealth Partners advisors by state

Select Wealth Partners in New York 10

Middletown 6Goshen 3Pine Bush 1

Questions

How many financial advisors does Select Wealth Partners have?

10 investment adviser representatives are registered with Select Wealth Partners, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 3 cities. 1 list the CFP designation and 10 are also registered as broker representatives.

Where does Select Wealth Partners have the most advisors?

Middletown, NY, with 6 registered advisors, then Goshen, NY (3). By state, New York has the most, with 10.

How do I find a Select Wealth Partners financial advisor near me?

Pick your state below, then your city, to see every Select Wealth Partners advisor registered at an office there. Each one 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. An advisor registered at Select Wealth Partners offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →