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Financial ADVSR advisor directory · SEC adviser records

Aegis Wealth financial advisors in Bethesda, MD

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

The short answer

5 registered advisors work at Aegis Wealth in Bethesda, out of 5 at the firm nationwide; it ranks number 36 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Aegis Wealth advisors in Bethesda, A to Z

Every Aegis Wealth advisor →

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

Other firms in Bethesda

All Bethesda advisors →

Wells Fargo Advisors Financial Network, LLC 90Morgan Stanley 74Wells Fargo Clearing Services, LLC 51Chevy Chase Trust Company 41UBS Financial Services Inc. 35Ameriprise Financial Services, LLC 33Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Charles Schwab & Co., Inc. 25Wealthspire Retirement Advisory 25Eagle Strategies LLC 19Strategic Advisers LLC 18Asb Capital Management LLC 17

Questions

How many financial advisors does Aegis Wealth have in Bethesda?

5 investment adviser representatives are registered at Aegis Wealth offices in Bethesda, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Aegis Wealth one of the largest advisor employers in Bethesda?

Aegis Wealth ranks number 36 in Bethesda by registered advisors; Wells Fargo Advisors Financial Network, LLC has the most, with 90.

How do I check a Aegis Wealth advisor in Bethesda?

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 Aegis 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.