Financial ADVSR advisor directory · SEC adviser records
Unique Wealth, LLC financial advisors in Florida
Every SEC-registered investment adviser representative at a Unique Wealth, LLC office in Florida, by city and A to Z.
10 registered advisors work at Unique Wealth, LLC in Florida, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Tampa (10). 4 list the CFP designation and 0 are also registered broker representatives.
Unique Wealth, LLC advisors by city in Florida
Every firm in Florida →Unique Wealth, LLC advisors in Florida, A to Z
Search by name →- Timothy J. BartlettTampa · Certified Financial Planner, Chartered Financial Consultant
- Travis J. GingrasTampa · Certified Financial Planner, Chartered Financial Consultant
- Nicholas R. KuszlykTampa
- Shannon R. McCabeTampa
- Samuel O. RiceTampa
- Jeffrey J. SieversTampa · Certified Financial Planner, Chartered Financial Consultant
- Paul A. SullivanTampa
- Michael J. TalbotTampa
- Jessica R. ThayerTampa · Certified Financial Planner, Chartered Financial Consultant
- Connor L. WassonTampa
Unique Wealth, LLC advisors in every state →Unique Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Unique Wealth, LLC financial advisors are in Florida?
10 investment adviser representatives are registered at Unique Wealth, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does Unique Wealth, LLC have the most advisors?
Tampa, with 10. Unique Wealth, LLC has advisors in 1 city in Florida.
How do I check a Unique Wealth, LLC advisor in Florida?
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 Unique Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.