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Financial ADVSR advisor directory · SEC adviser records

Cela Wealth Management financial advisors in Miami, FL

Every SEC-registered investment adviser representative at a Cela Wealth Management office in Miami, A to Z.

3 registered advisors work at Cela Wealth Management in Miami, out of 3 at the firm nationwide; it ranks number 100 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Cela Wealth Management advisors in Miami, A to Z

Every Cela Wealth Management advisor →

Cela Wealth Management advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Miami

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Morgan Stanley 414J.P. Morgan Securities LLC 401Merrill Lynch, Pierce, Fenner & Smith Incorporated 272Citigroup Global Markets Inc. 231Insigneo Advisory Services, LLC 144UBS Financial Services Inc. 140Sanctuary Advisors, LLC 64Raymond James & Associates, Inc. 56Equitable Advisors, LLC 52Bbva Global Wealth Advisors, Inc. 40Efg Private Wealth Management (Americas) Corp. 40Hsbc Securities (USA) Inc. 36

Questions

How many financial advisors does Cela Wealth Management have in Miami?

3 investment adviser representatives are registered at Cela Wealth Management offices in Miami, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Cela Wealth Management one of the largest advisor employers in Miami?

Cela Wealth Management ranks number 100 in Miami by registered advisors; Morgan Stanley has the most, with 414.

How do I check a Cela Wealth Management advisor in Miami?

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 Cela 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.