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Financial ADVSR advisor directory · SEC adviser records

Suissa Private Wealth financial advisors in Bethesda, MD

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

The short answer

3 registered advisors work at Suissa Private Wealth in Bethesda, out of 3 at the firm nationwide; it ranks number 57 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Suissa Private Wealth advisors in Bethesda, A to Z

Every Suissa Private Wealth advisor →

Suissa Private Wealth advisors in every city and state →Suissa Private 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 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 Suissa Private Wealth have in Bethesda?

3 investment adviser representatives are registered at Suissa Private Wealth offices in Bethesda, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Suissa Private Wealth one of the largest advisor employers in Bethesda?

Suissa Private Wealth ranks number 57 in Bethesda by registered advisors; Wells Fargo Advisors Financial Network, LLC has the most, with 91.

How do I check a Suissa Private 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 Suissa Private 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.