Financial ADVSR advisor directory · SEC adviser records
Evolution Wealth Management Inc. financial advisors in Fort Myers, FL
Every SEC-registered investment adviser representative at a Evolution Wealth Management Inc. office in Fort Myers, A to Z.
3 registered advisors work at Evolution Wealth Management Inc. in Fort Myers, out of 4 at the firm nationwide; it ranks number 31 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Evolution Wealth Management Inc. advisors in Fort Myers, A to Z
Every Evolution Wealth Management Inc. advisor →- Brett J. BarryInvestment adviser rep
- Adam BrunoInvestment adviser rep
- Lauren K. TraulsenInvestment adviser rep
Evolution Wealth Management Inc. advisors in every city and state →Evolution Wealth Management Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Evolution Wealth Management Inc. advisors in other cities
Other firms in Fort Myers
All Fort Myers advisors →Morgan Stanley 32LPL Financial LLC 23Wells Fargo Advisors Financial Network, LLC 23Ameriprise Financial Services, LLC 21Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Park Avenue Securities LLC 16Raymond James & Associates, Inc. 15Raymond James Financial Services Advisors, Inc. 15Wells Fargo Clearing Services, LLC 15Stifel, Nicolaus & Company, Incorporated 13Cetera Investment Advisers LLC 12Oppenheimer & Co. Inc. 11
Questions
How many financial advisors does Evolution Wealth Management Inc. have in Fort Myers?
3 investment adviser representatives are registered at Evolution Wealth Management Inc. offices in Fort Myers, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Evolution Wealth Management Inc. one of the largest advisor employers in Fort Myers?
Evolution Wealth Management Inc. ranks number 31 in Fort Myers by registered advisors; Morgan Stanley has the most, with 32.
How do I check a Evolution Wealth Management Inc. advisor in Fort Myers?
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 Evolution Wealth Management Inc. 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.