Financial ADVSR advisor directory · SEC adviser records
Pfs Signature Wealth financial advisors in Tampa, FL
Every SEC-registered investment adviser representative at a Pfs Signature Wealth office in Tampa, A to Z.
The short answer
3 registered advisors work at Pfs Signature Wealth in Tampa, out of 3 at the firm nationwide; it ranks number 97 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Pfs Signature Wealth advisors in Tampa, A to Z
Every Pfs Signature Wealth advisor →- William L. Mehserle Jr.Certified Financial Planner
- Jon D. PellecchiaCertified Financial Planner
- Tye V. PellecchiaInvestment adviser rep
Pfs Signature Wealth advisors in every city and state →Pfs Signature Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Tampa
All Tampa advisors →Fisher Investments 351Morgan Stanley 296J. W. Cole Advisors, Inc. 218Concurrent Investment Advisors, LLC 135Merrill Lynch, Pierce, Fenner & Smith Incorporated 109Independent Financial Partners 95LPL Financial LLC 87Florida Financial Advisors, LLC 78J.P. Morgan Securities LLC 72Ameriprise Financial Services, LLC 64Wells Fargo Clearing Services, LLC 63Calton & Associates, Inc. 59
Questions
How many financial advisors does Pfs Signature Wealth have in Tampa?
3 investment adviser representatives are registered at Pfs Signature Wealth offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Pfs Signature Wealth one of the largest advisor employers in Tampa?
Pfs Signature Wealth ranks number 97 in Tampa by registered advisors; Fisher Investments has the most, with 351.
How do I check a Pfs Signature Wealth advisor in Tampa?
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 Pfs Signature Wealth 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.