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Financial ADVSR advisor directory · SEC adviser records

Mentor Capital Management Inc. financial advisors in Chicago, IL

Every SEC-registered investment adviser representative at a Mentor Capital Management Inc. office in Chicago, A to Z.

The short answer

4 registered advisors work at Mentor Capital Management Inc. in Chicago, out of 4 at the firm nationwide; it ranks number 135 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Mentor Capital Management Inc. advisors in Chicago, A to Z

Every Mentor Capital Management Inc. advisor →

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

Other firms in Chicago

All Chicago advisors →

Morgan Stanley 590J.P. Morgan Securities LLC 570Merrill Lynch, Pierce, Fenner & Smith Incorporated 475Hightower Advisors, LLC 364William Blair 270Bankers Life Advisory Services, Inc. 242Nuveen Asset Management, LLC 219UBS Financial Services Inc. 183Neuberger Berman Bd LLC 110Strategic Advisers LLC 105Wells Fargo Clearing Services, LLC 104LPL Financial LLC 100

Questions

How many financial advisors does Mentor Capital Management Inc. have in Chicago?

4 investment adviser representatives are registered at Mentor Capital Management Inc. offices in Chicago, Illinois, 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 Mentor Capital Management Inc. one of the largest advisor employers in Chicago?

Mentor Capital Management Inc. ranks number 135 in Chicago by registered advisors; Morgan Stanley has the most, with 590.

How do I check a Mentor Capital Management Inc. advisor in Chicago?

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 Mentor Capital Management Inc. 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.