Financial ADVSR advisor directory · SEC adviser records
Threadline Wealth financial advisors in California
Every SEC-registered investment adviser representative at a Threadline Wealth office in California, by city and A to Z.
4 registered advisors work at Threadline Wealth in California, out of 20 nationwide; it's the firm's number 2 state by advisors, and the most are in Los Angeles (3). 3 list the CFP designation and 0 are also registered broker representatives.
Threadline Wealth advisors by city in California
Every firm in California →Threadline Wealth advisors in California, A to Z
Search by name →- Richard A. FriedlandLos Angeles · Certified Financial Planner
- Joseph T. GhidossiSan Francisco · Certified Financial Planner
- Anneliese M. JohnsonLos Angeles
- Jason R. RomanoLos Angeles · Certified Financial Planner
Threadline Wealth advisors in every state →Threadline Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Threadline Wealth in other states
Questions
How many Threadline Wealth financial advisors are in California?
4 investment adviser representatives are registered at Threadline Wealth offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 20 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Threadline Wealth have the most advisors?
Los Angeles, with 3, then San Francisco (1). Threadline Wealth has advisors in 2 cities in California.
How do I check a Threadline Wealth 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 Threadline Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.