Financial ADVSR advisor directory · SEC adviser records
Thepartners Wealth Management financial advisors in California
Every SEC-registered investment adviser representative at a Thepartners Wealth Management office in California, by city and A to Z.
The short answer
19 registered advisors work at Thepartners Wealth Management in California, out of 32 nationwide; it's the firm's number 1 state by advisors, and the most are in Carmel By The Sea (18). 4 list the CFP designation and 2 are also registered broker representatives.
Thepartners Wealth Management advisors by city in California
Every firm in California →Thepartners Wealth Management advisors in California, A to Z
Search by name →- Justin BalasCarmel By The Sea
- Randall C. BarnesCarmel By The Sea
- Matthew J. BradyCarmel By The Sea
- Craig A. ConnollyCarmel By The Sea
- Bart P. CutinoCarmel By The Sea
- Sonja M. EliaCarmel By The Sea · Chartered Financial Consultant
- Peter J. FreidelCarmel By The Sea
- Robert W. JoelCarmel By The Sea · Certified Financial Planner
- Trevin R. KentCarmel By The Sea · Certified Financial Planner
- Eric L. LeibowitzCarmel By The Sea
- Daniel A. MorrisCarmel By The Sea
- Robert E. O'QuinnCarmel By The Sea · Certified Financial Planner
- Lonnie G. OgulnickCarmel By The Sea
- Gregory A. RutherfordCarmel By The Sea · Certified Financial Planner
- Cylynn K. SheffieldCarmel By The Sea
- Antonio B. TrivelloniCarmel By The Sea
- Dale W. WalkerSan Diego
- Richard WilkinsCarmel By The Sea
- Adam WorthCarmel By The Sea
Thepartners Wealth Management advisors in every state →Thepartners Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Thepartners Wealth Management in other states
Questions
How many Thepartners Wealth Management financial advisors are in California?
19 investment adviser representatives are registered at Thepartners Wealth Management offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 32 at the firm nationwide. 4 list the CFP designation and 2 are also registered as broker representatives.
Where in California does Thepartners Wealth Management have the most advisors?
Carmel By The Sea, with 18, then San Diego (1). Thepartners Wealth Management has advisors in 2 cities in California.
How do I check a Thepartners 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 Thepartners Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.