Financial ADVSR advisor directory · SEC adviser records
Keyes, Stange & Wooten Wealth Management, LLC financial advisors in Daytona Beach, FL
Every SEC-registered investment adviser representative at a Keyes, Stange & Wooten Wealth Management, LLC office in Daytona Beach, A to Z.
The short answer
5 registered advisors work at Keyes, Stange & Wooten Wealth Management, LLC in Daytona Beach, out of 6 at the firm nationwide; it ranks number 6 in the city by advisors. 3 list the CFP designation and 1 are also registered broker representatives.
Keyes, Stange & Wooten Wealth Management, LLC advisors in Daytona Beach, A to Z
Every Keyes, Stange & Wooten Wealth Management, LLC advisor →- Tara L. BobelakCertified Financial Planner · Also a broker rep
- Olivia M. ButtreyInvestment adviser rep
- Danielle M. CinicoloInvestment adviser rep
- Jeremiah C. CroninCertified Financial Planner
- Marcus A. WootenCertified Financial Planner, Chartered Financial Consultant
Keyes, Stange & Wooten Wealth Management, LLC advisors in every city and state →Keyes, Stange & Wooten Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Keyes, Stange & Wooten Wealth Management, LLC advisors in other cities
Other firms in Daytona Beach
All Daytona Beach advisors →Ameriprise Financial Services, LLC 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Wells Fargo Clearing Services, LLC 12Stifel, Nicolaus & Company, Incorporated 10Firstrust 5M Holdings Securities, Inc. 4Raymond James & Associates, Inc. 4Raymond James Financial Services Advisors, Inc. 3
Questions
How many financial advisors does Keyes, Stange & Wooten Wealth Management, LLC have in Daytona Beach?
5 investment adviser representatives are registered at Keyes, Stange & Wooten Wealth Management, LLC offices in Daytona Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 3 list the CFP designation and 1 are also registered as broker representatives.
Is Keyes, Stange & Wooten Wealth Management, LLC one of the largest advisor employers in Daytona Beach?
Keyes, Stange & Wooten Wealth Management, LLC ranks number 6 in Daytona Beach by registered advisors; Ameriprise Financial Services, LLC has the most, with 15.
How do I check a Keyes, Stange & Wooten Wealth Management, LLC advisor in Daytona Beach?
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 Keyes, Stange & Wooten Wealth Management, LLC 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.