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Financial ADVSR advisor directory · SEC adviser records

Waterloo Capital financial advisors in Atlanta, GA

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

3 registered advisors work at Waterloo Capital in Atlanta, out of 52 at the firm nationwide; it ranks number 169 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Waterloo Capital advisors in Atlanta, A to Z

Every Waterloo Capital advisor →

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

Waterloo Capital advisors in other cities

Austin, TX 33Rogers, AR 7College Station, TX 2Dallas, TX 2Houston, TX 1Scottsdale, AZ 1Sugar Land, TX 1Waco, TX 1Williamsburg, VA 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 Waterloo Capital have in Atlanta?

3 investment adviser representatives are registered at Waterloo Capital offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 52 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Waterloo Capital one of the largest advisor employers in Atlanta?

Waterloo Capital ranks number 169 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.

How do I check a Waterloo Capital 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 Waterloo Capital 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.