Financial ADVSR advisor directory · SEC adviser records
Dakota Wealth, LLC financial advisors in Palm Beach Gardens, FL
Every SEC-registered investment adviser representative at a Dakota Wealth, LLC office in Palm Beach Gardens, A to Z.
The short answer
35 registered advisors work at Dakota Wealth, LLC in Palm Beach Gardens, out of 58 at the firm nationwide; it ranks number 7 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Dakota Wealth, LLC advisors in Palm Beach Gardens, A to Z
Every Dakota Wealth, LLC advisor →- Peter N. AugustinCertified Financial Planner
- Luke S. BaxterInvestment adviser rep
- Eric A. BratvoldInvestment adviser rep
- Eli CaekaertInvestment adviser rep
- Mary E. CosentinoInvestment adviser rep
- Joshua T. CrossmanInvestment adviser rep
- Bridget A. CunninghamInvestment adviser rep
- Stephanie A. DunbarCertified Financial Planner
- Jessica L. ElscheidInvestment adviser rep
- Madelyn FahnestockInvestment adviser rep
- Matthew J. HaddadChartered Financial Analyst
- Patrick G. HahnCertified Financial Planner
- Garrett D. HudsonInvestment adviser rep
- William J. KameryInvestment adviser rep
- Bryan P. KellerInvestment adviser rep
- John H. KingInvestment adviser rep
- Jeffrey D. LevinChartered Financial Analyst
- Donald S. LovelessCertified Financial Planner, Chartered Financial Analyst
- Jay C. MiddletonChartered Financial Consultant
- William J. MikusInvestment adviser rep
- Jeanna L. MontesInvestment adviser rep
- Thomas B. MullinsInvestment adviser rep
- Myranda J. ObaraInvestment adviser rep
- Brett W. OrvietoInvestment adviser rep
- Leon N. PaceInvestment adviser rep
- Joseph QuintalInvestment adviser rep
- Peter J. Raimondi IIIInvestment adviser rep
- Jill D. RanceInvestment adviser rep
- Marilyn A. RiosInvestment adviser rep
- Samuel J. RonlundInvestment adviser rep
- Carrie M. RuarkInvestment adviser rep
- Robin A. SchaaCertified Financial Planner
- Matthew SteigerChartered Financial Analyst
- David G. Strachan Jr.Investment adviser rep
- Rhys WilliamsInvestment adviser rep
Dakota Wealth, LLC advisors in every city and state →Dakota Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Dakota Wealth, LLC advisors in other cities
Akron, OH 3Lewes, DE 3Stillwater, MN 3Mechanicsburg, PA 2Newton, MA 2Sartell, MN 2Billings, MT 1Davidson, NC 1Dewes, DE 1Fairfield, CT 1Fort Lauderdale, FL 1Manchester, MA 1Mansfield, MA 1Philadelphia, PA 1Reading, PA 1
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 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 33Ameriprise Financial Services, LLC 31Strategic Advisers LLC 31RBC Capital Markets, LLC 24UBS Financial Services Inc. 24Wells Fargo Clearing Services, LLC 24
Questions
How many financial advisors does Dakota Wealth, LLC have in Palm Beach Gardens?
35 investment adviser representatives are registered at Dakota Wealth, LLC offices in Palm Beach Gardens, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 58 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Dakota Wealth, LLC one of the largest advisor employers in Palm Beach Gardens?
Dakota Wealth, LLC ranks number 7 in Palm Beach Gardens by registered advisors; Gwn Securities Inc. has the most, with 245.
How do I check a Dakota Wealth, LLC 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 Dakota Wealth, 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.