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Financial ADVSR advisor directory · SEC adviser records

Greenline Wealth Management financial advisors in Boca Raton, FL

Every SEC-registered investment adviser representative at a Greenline Wealth Management office in Boca Raton, A to Z.

4 registered advisors work at Greenline Wealth Management in Boca Raton, out of 5 at the firm nationwide; it ranks number 58 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Greenline Wealth Management advisors in Boca Raton, A to Z

Every Greenline Wealth Management advisor →

Greenline Wealth Management advisors in every city and state →Greenline Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Greenline Wealth Management advisors in other cities

Vernon Hills, IL 1

Other firms in Boca Raton

All Boca Raton advisors →

Morgan Stanley 193Merrill Lynch, Pierce, Fenner & Smith Incorporated 112Wells Fargo Clearing Services, LLC 103Ameriprise Financial Services, LLC 99Raymond James & Associates, Inc. 59Nfsg Corporation 54LPL Financial LLC 48Wells Fargo Advisors Financial Network, LLC 41Equitable Advisors, LLC 39RBC Capital Markets, LLC 35Valic Financial Advisors, Inc. 35J.P. Morgan Securities LLC 34

Questions

How many financial advisors does Greenline Wealth Management have in Boca Raton?

4 investment adviser representatives are registered at Greenline Wealth Management offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Greenline Wealth Management one of the largest advisor employers in Boca Raton?

Greenline Wealth Management ranks number 58 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.

How do I check a Greenline Wealth Management advisor in Boca Raton?

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 Greenline Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.