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Financial ADVSR advisor directory · SEC adviser records

Sound View Wealth Advisors Group, LLC financial advisors in Savannah, GA

Every SEC-registered investment adviser representative at a Sound View Wealth Advisors Group, LLC office in Savannah, A to Z.

The short answer

7 registered advisors work at Sound View Wealth Advisors Group, LLC in Savannah, out of 8 at the firm nationwide; it ranks number 12 in the city by advisors. 5 list the CFP designation and 1 are also registered broker representatives.

Sound View Wealth Advisors Group, LLC advisors in Savannah, A to Z

Every Sound View Wealth Advisors Group, LLC advisor →

Sound View Wealth Advisors Group, LLC advisors in every city and state →Sound View Wealth Advisors Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sound View Wealth Advisors Group, LLC advisors in other cities

Statesboro, GA 1

Other firms in Savannah

All Savannah advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 50Wells Fargo Clearing Services, LLC 32Morgan Stanley 25Stifel, Nicolaus & Company, Incorporated 25The Fiduciary Group 13LPL Financial LLC 12Florida Financial Advisors, LLC 10Thrivent Investment Management Inc. 10Edward Jones 9Commonwealth Financial Network 7MML Investors Services, LLC 7Raymond James & Associates, Inc. 6

Questions

How many financial advisors does Sound View Wealth Advisors Group, LLC have in Savannah?

7 investment adviser representatives are registered at Sound View Wealth Advisors Group, LLC offices in Savannah, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 5 list the CFP designation and 1 are also registered as broker representatives.

Is Sound View Wealth Advisors Group, LLC one of the largest advisor employers in Savannah?

Sound View Wealth Advisors Group, LLC ranks number 12 in Savannah by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 50.

How do I check a Sound View Wealth Advisors Group, LLC advisor in Savannah?

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 Sound View Wealth Advisors Group, 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.