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Financial ADVSR advisor directory · SEC adviser records

Capitalwize, LLC financial advisors in Atlanta, GA

Every SEC-registered investment adviser representative at a Capitalwize, LLC office in Atlanta, A to Z.

4 registered advisors work at Capitalwize, LLC in Atlanta, out of 7 at the firm nationwide; it ranks number 122 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Capitalwize, LLC advisors in Atlanta, A to Z

Every Capitalwize, LLC advisor →

Capitalwize, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Capitalwize, LLC advisors in other cities

Charlotte, NC 2Austin, TX 1

Other firms in Atlanta

All Atlanta advisors →

Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164Truist Advisory Services, Inc. 139UBS Financial Services Inc. 137Rockefeller Financial LLC 131Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 84Raymond James & Associates, Inc. 77Goldman Sachs Wealth Services, L.P. 75

Questions

How many financial advisors does Capitalwize, LLC have in Atlanta?

4 investment adviser representatives are registered at Capitalwize, LLC offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Capitalwize, LLC one of the largest advisor employers in Atlanta?

Capitalwize, LLC ranks number 122 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.

How do I check a Capitalwize, LLC advisor in Atlanta?

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 Capitalwize, 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.