Financial ADVSR advisor directory · SEC adviser records
Atticus Wealth Management financial advisors in Palm Beach Gardens, FL
Every SEC-registered investment adviser representative at a Atticus Wealth Management office in Palm Beach Gardens, A to Z.
The short answer
6 registered advisors work at Atticus Wealth Management in Palm Beach Gardens, out of 7 at the firm nationwide; it ranks number 25 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Atticus Wealth Management advisors in Palm Beach Gardens, A to Z
Every Atticus Wealth Management advisor →- Colin J. ArnoldCertified Financial Planner
- Douglas J. BartolfInvestment adviser rep
- Micah J. DroescherInvestment adviser rep
- Robert G. GogginInvestment adviser rep
- Melissa M. MontalvoCertified Financial Planner, Chartered Financial Consultant
- Austin J. NelsonInvestment adviser rep
Atticus Wealth Management advisors in every city and state →Atticus Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Atticus Wealth Management advisors in other cities
Other firms in Palm Beach Gardens
All Palm Beach Gardens advisors →Gwn Securities Inc. 245Money Concepts Capital Corp. 199Morgan Stanley 85J.P. Morgan Securities LLC 57Gladstone Wealth Partners 49Wells Fargo Advisors Financial Network, LLC 39Dakota Wealth, LLC 34Merrill Lynch, Pierce, Fenner & Smith Incorporated 33Ameriprise Financial Services, LLC 31Strategic Advisers LLC 31RBC Capital Markets, LLC 24UBS Financial Services Inc. 24
Questions
How many financial advisors does Atticus Wealth Management have in Palm Beach Gardens?
6 investment adviser representatives are registered at Atticus Wealth Management offices in Palm Beach Gardens, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Atticus Wealth Management one of the largest advisor employers in Palm Beach Gardens?
Atticus Wealth Management ranks number 25 in Palm Beach Gardens by registered advisors; Gwn Securities Inc. has the most, with 245.
How do I check a Atticus Wealth Management advisor in Palm Beach Gardens?
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 Atticus 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.