Financial ADVSR advisor directory · SEC adviser records
Councilor Wealth LLC financial advisors in Bethesda, MD
Every SEC-registered investment adviser representative at a Councilor Wealth LLC office in Bethesda, A to Z.
The short answer
9 registered advisors work at Councilor Wealth LLC in Bethesda, out of 10 at the firm nationwide; it ranks number 22 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Councilor Wealth LLC advisors in Bethesda, A to Z
Every Councilor Wealth LLC advisor →- Stephanie L. AndersonCertified Financial Planner, Chartered Financial Analyst
- Judith P. BarnhardCertified Financial Planner
- Drew M. CulverCertified Financial Planner
- Gregory M. EstesChartered Financial Analyst
- Abbie N. FrishmanCertified Financial Planner
- Debora E. MayCertified Financial Planner
- Reema A. PatelCertified Financial Planner
- Jane O. RownyCertified Financial Planner
- Steven SchleupnerChartered Financial Consultant
Councilor Wealth LLC advisors in every city and state →Councilor Wealth LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Councilor Wealth LLC advisors in other cities
Other firms in Bethesda
All Bethesda advisors →Wells Fargo Advisors Financial Network, LLC 91Morgan Stanley 76Wells Fargo Clearing Services, LLC 53Chevy Chase Trust Company 41UBS Financial Services Inc. 37Ameriprise Financial Services, LLC 34Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Charles Schwab & Co., Inc. 26Wealthspire Retirement Advisory 25Strategic Advisers LLC 20Xml Financial Group 20Eagle Strategies LLC 17
Questions
How many financial advisors does Councilor Wealth LLC have in Bethesda?
9 investment adviser representatives are registered at Councilor Wealth LLC offices in Bethesda, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Councilor Wealth LLC one of the largest advisor employers in Bethesda?
Councilor Wealth LLC ranks number 22 in Bethesda by registered advisors; Wells Fargo Advisors Financial Network, LLC has the most, with 91.
How do I check a Councilor Wealth LLC 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 Councilor Wealth 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.