Financial ADVSR advisor directory · SEC adviser records
Wedmont Private Capital financial advisors
Every SEC-registered investment adviser representative at Wedmont Private Capital, by the state and city of the office they work from.
The short answer
10 registered advisors work at Wedmont Private Capital, in 7 states and 7 cities; the most are in West Chester, PA (4). 8 list the CFP designation and 0 are also registered broker representatives.
Search every Wedmont Private Capital advisor by name →Who joined and left Wedmont Private Capital →Wedmont Private Capital: assets, clients and custodians →
Cities with the most Wedmont Private Capital advisors
West Chester, PA 4Boulder, CO 1Grayslake, IL 1Lakeway, TX 1New Market, MD 1Phoenix, AZ 1Saint Louis, MO 1
Wedmont Private Capital advisors by state
Questions
How many financial advisors does Wedmont Private Capital have?
10 investment adviser representatives are registered with Wedmont Private Capital, according to the SEC's Investment Adviser Public Disclosure records, in 7 states and 7 cities. 8 list the CFP designation and 0 are also registered as broker representatives.
Where does Wedmont Private Capital have the most advisors?
West Chester, PA, with 4 registered advisors, then Boulder, CO (1). By state, Pennsylvania has the most, with 4.
How do I find a Wedmont Private Capital financial advisor near me?
Pick your state below, then your city, to see every Wedmont Private Capital 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 Wedmont Private Capital 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 →