Financial ADVSR advisor directory · SEC adviser records
Steelpeak Wealth, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Steelpeak Wealth, LLC office in California, by city and A to Z.
The short answer
31 registered advisors work at Steelpeak Wealth, LLC in California, out of 36 nationwide; it's the firm's number 1 state by advisors, and the most are in Los Angeles (23). 4 list the CFP designation and 0 are also registered broker representatives.
Steelpeak Wealth, LLC advisors by city in California
Every firm in California →Los Angeles 23Beverly Hills 4Woodland Hills 2Calabasas 1Santa Barbara 1
Steelpeak Wealth, LLC advisors in California, A to Z
Search by name →- Ethan AshbrookLos Angeles · Certified Financial Planner
- Joseph F. AudayBeverly Hills · Certified Financial Planner
- Stacy A. BorekLos Angeles · Certified Financial Planner
- Joseph P. BrandolinoLos Angeles
- Kingsley Y. ChoiBeverly Hills
- Malley C. CooperLos Angeles
- Dalia F. DardoonBeverly Hills
- Steven L. DymantLos Angeles
- Maziar N. EsmailbeigiLos Angeles
- Brendan FinneranLos Angeles
- Ceasar T. GarvidaLos Angeles · Certified Financial Planner
- Anita M. HellerLos Angeles
- Heather R. HinrichsLos Angeles
- Justin R. IskanderLos Angeles
- Andrew H. JacobsonLos Angeles
- Michael T. JanisLos Angeles
- Rogelio LopezLos Angeles
- Jack W. MartinWoodland Hills
- Brandon H. McAuslenWoodland Hills
- Flavia B. NunesLos Angeles
- Michael RashtianLos Angeles
- Morten RonessCalabasas
- Derek H. RuanBeverly Hills
- Jonathan D. SheenLos Angeles
- Michael C. ShottonLos Angeles
- Wayne T. SlappyLos Angeles
- Samuel SosaSanta Barbara
- Enrique T. VargasLos Angeles
- Anthony H. WalshLos Angeles
- Richard S. WinerLos Angeles
- Alireza N. ZamaniLos Angeles
Steelpeak Wealth, LLC advisors in every state →Steelpeak Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Steelpeak Wealth, LLC financial advisors are in California?
31 investment adviser representatives are registered at Steelpeak Wealth, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 36 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Steelpeak Wealth, LLC have the most advisors?
Los Angeles, with 23, then Beverly Hills (4). Steelpeak Wealth, LLC has advisors in 5 cities in California.
How do I check a Steelpeak Wealth, 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 Steelpeak Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.