Financial ADVSR advisor directory · SEC adviser records
Wealthspire Advisors financial advisors in Florida
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in Florida, by city and A to Z.
The short answer
10 registered advisors work at Wealthspire Advisors in Florida, out of 220 nationwide; it's the firm's number 6 state by advisors, and the most are in Boca Raton (5). 2 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors by city in Florida
Every firm in Florida →Boca Raton 5Palm Beach Gardens 3Boca Raton, 1Indialantic 1Saint Johns 1
Wealthspire Advisors advisors in Florida, A to Z
Search by name →- Belle BennettBoca Raton
- Tyrone B. ClarkePalm Beach Gardens
- Rachel A. FrameBoca Raton,
- Andrew W. FrattaroliBoca Raton
- Casey J. HardyBoca Raton
- Raymond E. KramerBoca Raton
- Christopher J. LeddyPalm Beach Gardens
- Frank P. MarzanoBoca Raton · Certified Financial Planner
- Karen A. SmithSaint Johns
- Kevin W. SmithIndialantic · Certified Financial Planner
Wealthspire Advisors advisors in every state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Advisor Moves: who changed firms this week →
Wealthspire Advisors in other states
New York 78Maryland 41Wisconsin 26California 19Virginia 16Connecticut 9Ohio 5Washington 5Illinois 4
Questions
How many Wealthspire Advisors financial advisors are in Florida?
10 investment adviser representatives are registered at Wealthspire Advisors offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 220 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does Wealthspire Advisors have the most advisors?
Boca Raton, with 5, then Palm Beach Gardens (3). Wealthspire Advisors has advisors in 5 cities in Florida.
How do I check a Wealthspire Advisors 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 Wealthspire Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.