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Financial ADVSR advisor directory · SEC adviser records

Wealthspire Advisors financial advisors in Annapolis, MD

Every SEC-registered investment adviser representative at a Wealthspire Advisors office in Annapolis, A to Z.

The short answer

5 registered advisors work at Wealthspire Advisors in Annapolis, out of 220 at the firm nationwide; it ranks number 23 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Wealthspire Advisors advisors in Annapolis, A to Z

Every Wealthspire Advisors advisor →

Wealthspire Advisors advisors in every city and state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Wealthspire Advisors payout grid vs. other firms →Advisor Moves: who changed firms this week →

Wealthspire Advisors advisors in other cities

New York, NY 59Potomac, MD 23Melville, NY 19San Rafael, CA 14Reston, VA 13Fulton, MD 10Madison, WI 10Delafield, WI 7Milwaukee, WI 7West Hartford, CT 6Boca Raton, FL 5Seattle, WA 5Beachwood, OH 4San Francisco, CA 4Chicago, IL 3

Other firms in Annapolis

All Annapolis advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 61RBC Capital Markets, LLC 36Morgan Stanley 32LPL Financial LLC 31Ameriprise Financial Services, LLC 28Wells Fargo Clearing Services, LLC 25Strategic Advisers LLC 19Cetera Investment Advisers LLC 12Scarborough Capital Management 12Wells Fargo Advisors Financial Network, LLC 12Mdrn Capital 11Raymond James & Associates, Inc. 9

Questions

How many financial advisors does Wealthspire Advisors have in Annapolis?

5 investment adviser representatives are registered at Wealthspire Advisors offices in Annapolis, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 220 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Wealthspire Advisors one of the largest advisor employers in Annapolis?

Wealthspire Advisors ranks number 23 in Annapolis by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 61.

How do I check a Wealthspire Advisors advisor in Annapolis?

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 Wealthspire Advisors 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.