Financial ADVSR advisor directory · SEC adviser records
We Family Offices financial advisors in Coral Gables, FL
Every SEC-registered investment adviser representative at a We Family Offices office in Coral Gables, A to Z.
The short answer
19 registered advisors work at We Family Offices in Coral Gables, out of 21 at the firm nationwide; it ranks number 11 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
We Family Offices advisors in Coral Gables, A to Z
Every We Family Offices advisor →- Maria Paula AlvarezInvestment adviser rep
- Nicolas BascunanInvestment adviser rep
- Felipe CastroInvestment adviser rep
- Daniella M. Ginebra GrullonInvestment adviser rep
- Sven HuberInvestment adviser rep
- Joseph C. KelloggCertified Financial Planner
- Maria E. LagomasinoInvestment adviser rep
- César P. MaldonadoInvestment adviser rep
- Carles Morera RosellInvestment adviser rep
- Claudia J. NaffahInvestment adviser rep
- Julie L. NeitzelInvestment adviser rep
- Rocio M. OrtegaInvestment adviser rep
- Andres Sanchez VillalbaInvestment adviser rep
- Jarod SolomonInvestment adviser rep
- Anthony TaboadaCertified Financial Planner
- Santiago UlloaInvestment adviser rep
- Fedra VasquezInvestment adviser rep
- Myron M. ZeunerInvestment adviser rep
- Richard E. ZimmermanInvestment adviser rep
We Family Offices advisors in every city and state →We Family Offices: assets, clients and custodians →Advisor Moves: who changed firms this week →
We Family Offices advisors in other cities
Other firms in Coral Gables
All Coral Gables advisors →UBS Financial Services Inc. 115Morgan Stanley 103Raymond James & Associates, Inc. 80Merrill Lynch, Pierce, Fenner & Smith Incorporated 74Wells Fargo Clearing Services, LLC 56Oppenheimer & Co. Inc. 35Bradesco Global Advisors 23Snowden Capital Advisors LLC 21Amerant Investments, Inc. 19Evensky & Katz/Foldes Wealth Management 19Stifel, Nicolaus & Company, Incorporated 17Charles Schwab & Co., Inc. 15
Questions
How many financial advisors does We Family Offices have in Coral Gables?
19 investment adviser representatives are registered at We Family Offices offices in Coral Gables, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 21 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is We Family Offices one of the largest advisor employers in Coral Gables?
We Family Offices ranks number 11 in Coral Gables by registered advisors; UBS Financial Services Inc. has the most, with 115.
How do I check a We Family Offices advisor in Coral Gables?
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 We Family Offices 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.