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Financial ADVSR advisor directory · SEC adviser records

Vontobel Swiss Financial Advisers financial advisors

Every SEC-registered investment adviser representative at Vontobel Swiss Financial Advisers, by the state and city of the office they work from.

The short answer

5 registered advisors work at Vontobel Swiss Financial Advisers, in 3 states and 4 cities; the most are in Miami, FL (2). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Vontobel Swiss Financial Advisers advisor by name →Who joined and left Vontobel Swiss Financial Advisers →Vontobel Swiss Financial Advisers: assets, clients and custodians →

Cities with the most Vontobel Swiss Financial Advisers advisors

Miami, FL 2Los Angeles, CA 1New York, NY 1

Vontobel Swiss Financial Advisers advisors by state

Vontobel Swiss Financial Advisers in Florida 2

Miami 2

Vontobel Swiss Financial Advisers in California 1

Los Angeles 1

Vontobel Swiss Financial Advisers in New York 1

New York 1

Questions

How many financial advisors does Vontobel Swiss Financial Advisers have?

5 investment adviser representatives are registered with Vontobel Swiss Financial Advisers, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 4 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Vontobel Swiss Financial Advisers have the most advisors?

Miami, FL, with 2 registered advisors, then Los Angeles, CA (1). By state, Florida has the most, with 2.

How do I find a Vontobel Swiss Financial Advisers financial advisor near me?

Pick your state below, then your city, to see every Vontobel Swiss Financial Advisers advisor registered at an office there. Each one 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. An advisor registered at Vontobel Swiss Financial Advisers offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →