Financial ADVSR advisor directory · SEC adviser records
Bridge Generations Wealth Management financial advisors in South Miami, FL
Every SEC-registered investment adviser representative at a Bridge Generations Wealth Management office in South Miami, A to Z.
The short answer
4 registered advisors work at Bridge Generations Wealth Management in South Miami, out of 4 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Bridge Generations Wealth Management advisors in South Miami, A to Z
Every Bridge Generations Wealth Management advisor →- Michael E. AllendeInvestment adviser rep
- Barbara J. RayPersonal Financial Specialist
- Elisa R. SchvaneveldtCertified Financial Planner
- David N. SmithCertified Financial Planner, Chartered Financial Consultant
Bridge Generations Wealth Management advisors in every city and state →Bridge Generations Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in South Miami
All South Miami advisors →Questions
How many financial advisors does Bridge Generations Wealth Management have in South Miami?
4 investment adviser representatives are registered at Bridge Generations Wealth Management offices in South Miami, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Bridge Generations Wealth Management one of the largest advisor employers in South Miami?
Bridge Generations Wealth Management ranks number 2 in South Miami by registered advisors; Firestone Capital Management Inc. has the most, with 5.
How do I check a Bridge Generations Wealth Management advisor in South 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 Bridge Generations 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.