Financial ADVSR advisor directory · SEC adviser records
We Family Offices financial advisors in Florida
Every SEC-registered investment adviser representative at a We Family Offices office in Florida, by city and A to Z.
The short answer
18 registered advisors work at We Family Offices in Florida, out of 21 nationwide; it's the firm's number 1 state by advisors, and the most are in Coral Gables (19). 2 list the CFP designation and 0 are also registered broker representatives.
We Family Offices advisors by city in Florida
Every firm in Florida →We Family Offices advisors in Florida, A to Z
Search by name →- Maria Paula AlvarezCoral Gables
- Nicolas BascunanCoral Gables
- Felipe CastroCoral Gables
- Daniella M. Ginebra GrullonCoral Gables
- Sven HuberCoral Gables
- Joseph C. KelloggCoral Gables · Certified Financial Planner
- Maria E. LagomasinoCoral Gables
- César P. MaldonadoCoral Gables
- Carles Morera RosellCoral Gables
- Claudia J. NaffahCoral Gables
- Julie L. NeitzelCoral Gables
- Rocio M. OrtegaCoral Gables
- Andres Sanchez VillalbaCoral Gables
- Jarod SolomonCoral Gables
- Anthony TaboadaCoral Gables · Certified Financial Planner
- Santiago UlloaCoral Gables
- Fedra VasquezCoral Gables
- Myron M. ZeunerCoral Gables
We Family Offices advisors in every state →We Family Offices: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many We Family Offices financial advisors are in Florida?
18 investment adviser representatives are registered at We Family Offices offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 21 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does We Family Offices have the most advisors?
Coral Gables, with 19. We Family Offices has advisors in 1 city in Florida.
How do I check a We Family Offices 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 We Family Offices office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.