Financial ADVSR advisor directory · SEC adviser records
Verdence Capital Advisors, LLC financial advisors in Naples, FL
Every SEC-registered investment adviser representative at a Verdence Capital Advisors, LLC office in Naples, A to Z.
4 registered advisors work at Verdence Capital Advisors, LLC in Naples, out of 38 at the firm nationwide; it ranks number 51 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Verdence Capital Advisors, LLC advisors in Naples, A to Z
Every Verdence Capital Advisors, LLC advisor →- Leo J. Kelly IIIInvestment adviser rep
- Elizabeth R. PsotaInvestment adviser rep
- Richard M. RosaInvestment adviser rep
- Andrew G. WrightInvestment adviser rep
Verdence Capital Advisors, LLC advisors in every city and state →Verdence Capital Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Verdence Capital Advisors, LLC advisors in other cities
Hunt Valley, MD 29Alexandria, VA 2Bluffton, SC 1Concord, MA 1Morristown, NJ 1
Other firms in Naples
All Naples advisors →Morgan Stanley 104Merrill Lynch, Pierce, Fenner & Smith Incorporated 96Wells Fargo Advisors Financial Network, LLC 56LPL Financial LLC 49Wells Fargo Clearing Services, LLC 46Cwa Asset Management Group 43Strategic Advisers LLC 39J.P. Morgan Securities LLC 34Moran Wealth Management, LLC 32UBS Financial Services Inc. 32Osaic Wealth, Inc. 26Raymond James & Associates, Inc. 25
Questions
How many financial advisors does Verdence Capital Advisors, LLC have in Naples?
4 investment adviser representatives are registered at Verdence Capital Advisors, LLC offices in Naples, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 38 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Verdence Capital Advisors, LLC one of the largest advisor employers in Naples?
Verdence Capital Advisors, LLC ranks number 51 in Naples by registered advisors; Morgan Stanley has the most, with 104.
How do I check a Verdence Capital Advisors, LLC advisor in Naples?
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 Verdence Capital Advisors, 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.