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Financial ADVSR advisor directory · SEC adviser records

Monterey Wealth financial advisors in Atlanta, GA

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

The short answer

3 registered advisors work at Monterey Wealth in Atlanta, out of 4 at the firm nationwide; it ranks number 160 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Monterey Wealth advisors in Atlanta, A to Z

Every Monterey Wealth advisor →

Monterey Wealth advisors in every city and state →Monterey Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Monterey Wealth advisors in other cities

Moscow, OH 1

Other firms in Atlanta

All Atlanta advisors →

Morgan Stanley 419Merrill Lynch, Pierce, Fenner & Smith Incorporated 259J.P. Morgan Securities LLC 166Truist Advisory Services, Inc. 139UBS Financial Services Inc. 139Rockefeller Financial LLC 136Advisory Services Network 112Hb Wealth 104Openarc Corporate Advisory, LLC 97Wells Fargo Clearing Services, LLC 83Raymond James & Associates, Inc. 82Goldman Sachs Wealth Services, L.P. 75

Questions

How many financial advisors does Monterey Wealth have in Atlanta?

3 investment adviser representatives are registered at Monterey Wealth offices in Atlanta, Georgia, 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 Monterey Wealth one of the largest advisor employers in Atlanta?

Monterey Wealth ranks number 160 in Atlanta by registered advisors; Morgan Stanley has the most, with 419.

How do I check a Monterey Wealth 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 Monterey 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.