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Financial ADVSR advisor directory · SEC adviser records

Shira Ridge Wealth Management financial advisors in California

Every SEC-registered investment adviser representative at a Shira Ridge Wealth Management office in California, by city and A to Z.

The short answer

3 registered advisors work at Shira Ridge Wealth Management in California, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in San Rafael (2). 1 list the CFP designation and 0 are also registered broker representatives.

Shira Ridge Wealth Management advisors by city in California

Every firm in California →

San Rafael 2Larkspur 1

Shira Ridge Wealth Management advisors in California, A to Z

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

Questions

How many Shira Ridge Wealth Management financial advisors are in California?

3 investment adviser representatives are registered at Shira Ridge Wealth Management offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Shira Ridge Wealth Management have the most advisors?

San Rafael, with 2, then Larkspur (1). Shira Ridge Wealth Management has advisors in 2 cities in California.

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