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Financial ADVSR advisor directory · SEC adviser records

Straight Path Wealth Management financial advisors in Michigan

Every SEC-registered investment adviser representative at a Straight Path Wealth Management office in Michigan, by city and A to Z.

9 registered advisors work at Straight Path Wealth Management in Michigan, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Jenison (9). 3 list the CFP designation and 0 are also registered broker representatives.

Straight Path Wealth Management advisors by city in Michigan

Every firm in Michigan →

Jenison 9

Straight Path Wealth Management advisors in Michigan, A to Z

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

Questions

How many Straight Path Wealth Management financial advisors are in Michigan?

9 investment adviser representatives are registered at Straight Path Wealth Management offices in Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Michigan does Straight Path Wealth Management have the most advisors?

Jenison, with 9. Straight Path Wealth Management has advisors in 1 city in Michigan.

How do I check a Straight Path Wealth Management advisor in Michigan?

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 Straight Path Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.