Financial ADVSR advisor directory · SEC adviser records
Wedmont Private Capital financial advisors in Pennsylvania
Every SEC-registered investment adviser representative at a Wedmont Private Capital office in Pennsylvania, by city and A to Z.
The short answer
4 registered advisors work at Wedmont Private Capital in Pennsylvania, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in West Chester (4). 3 list the CFP designation and 0 are also registered broker representatives.
Wedmont Private Capital advisors by city in Pennsylvania
Every firm in Pennsylvania →Wedmont Private Capital advisors in Pennsylvania, A to Z
Search by name →- Dominic J. CorabiWest Chester · Certified Financial Planner
- Thomas F. GintyWest Chester · Certified Financial Planner
- Ryan E. GrahamWest Chester · Certified Financial Planner, Chartered Financial Analyst
- James L. PelletierWest Chester
Wedmont Private Capital advisors in every state →Wedmont Private Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Wedmont Private Capital financial advisors are in Pennsylvania?
4 investment adviser representatives are registered at Wedmont Private Capital offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Pennsylvania does Wedmont Private Capital have the most advisors?
West Chester, with 4. Wedmont Private Capital has advisors in 1 city in Pennsylvania.
How do I check a Wedmont Private Capital advisor in Pennsylvania?
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 Wedmont Private Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.