Financial ADVSR advisor directory · SEC adviser records
Unique Wealth, LLC financial advisors in Tampa, FL
Every SEC-registered investment adviser representative at a Unique Wealth, LLC office in Tampa, A to Z.
10 registered advisors work at Unique Wealth, LLC in Tampa, out of 10 at the firm nationwide; it ranks number 44 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Unique Wealth, LLC advisors in Tampa, A to Z
Every Unique Wealth, LLC advisor →- Timothy J. BartlettCertified Financial Planner, Chartered Financial Consultant
- Travis J. GingrasCertified Financial Planner, Chartered Financial Consultant
- Nicholas R. KuszlykInvestment adviser rep
- Shannon R. McCabeInvestment adviser rep
- Samuel O. RiceInvestment adviser rep
- Jeffrey J. SieversCertified Financial Planner, Chartered Financial Consultant
- Paul A. SullivanInvestment adviser rep
- Michael J. TalbotInvestment adviser rep
- Jessica R. ThayerCertified Financial Planner, Chartered Financial Consultant
- Connor L. WassonInvestment adviser rep
Unique Wealth, LLC advisors in every city and state →Unique Wealth, LLC: 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 Unique Wealth, LLC have in Tampa?
10 investment adviser representatives are registered at Unique Wealth, LLC offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Unique Wealth, LLC one of the largest advisor employers in Tampa?
Unique Wealth, LLC ranks number 44 in Tampa by registered advisors; Fisher Investments has the most, with 351.
How do I check a Unique Wealth, LLC 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 Unique 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.