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Williams Jones Wealth Management, LLC financial advisors in New York
Every SEC-registered investment adviser representative at a Williams Jones Wealth Management, LLC office in New York, by city and A to Z.
The short answer
20 registered advisors work at Williams Jones Wealth Management, LLC in New York, out of 21 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (20). 2 list the CFP designation and 0 are also registered broker representatives.
Williams Jones Wealth Management, LLC advisors by city in New York
Every firm in New York →Williams Jones Wealth Management, LLC advisors in New York, A to Z
Search by name →- Franco G. AgapitoNew York · Chartered Financial Analyst
- Evan M. BinderNew York · Certified Financial Planner
- John B. CummingsNew York
- John J. EagerNew York
- Kyle J. EagerNew York
- Joseph B. GhioNew York
- David E. GoldbergerNew York · Certified Financial Planner
- Sidney F. GoudieNew York · Chartered Financial Analyst
- William P. Jones, Jr. Jr.New York
- J. D. Kelly Jr.New York
- Patrick M. KennyNew York · Chartered Financial Analyst
- Nancy L. KokoljNew York
- Karen Y. MaNew York
- Thomas H. MaccowattNew York · Chartered Financial Analyst
- Malcolm L. Macpherson Jr.New York · Chartered Financial Analyst
- Othilla T. NowakNew York · Chartered Financial Analyst
- David A. RosenfeldNew York
- Barbara A. TarmyNew York
- Maureen C. TompkinsNew York
- Henry A. Wilmerding IIINew York
Williams Jones Wealth Management, LLC advisors in every state →Williams Jones Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Williams Jones Wealth Management, LLC financial advisors are in New York?
20 investment adviser representatives are registered at Williams Jones Wealth Management, LLC offices in New York, 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 New York does Williams Jones Wealth Management, LLC have the most advisors?
New York, with 20. Williams Jones Wealth Management, LLC has advisors in 1 city in New York.
How do I check a Williams Jones Wealth Management, LLC advisor in New York?
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 Williams Jones Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.