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Wealthspire Advisors financial advisors in Potomac, MD
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in Potomac, A to Z.
23 registered advisors work at Wealthspire Advisors in Potomac, out of 229 at the firm nationwide; it ranks number 2 in the city by advisors. 9 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors in Potomac, A to Z
Every Wealthspire Advisors advisor →- Scott N. BrodyInvestment adviser rep
- Michael J. BurkeInvestment adviser rep
- Ethan L. CopelandCertified Financial Planner
- Ryan DeleonInvestment adviser rep
- Liam DesmondInvestment adviser rep
- David A. DickmanInvestment adviser rep
- Robin A. DobbsCertified Financial Planner
- Donald B. FarrenCertified Financial Planner
- Ashley E. IddingsInvestment adviser rep
- Ryan E. JordanInvestment adviser rep
- Dmitriy KatsnelsonInvestment adviser rep
- Christopher C. KiesslingCertified Financial Planner
- Bart J. LanmanCertified Financial Planner
- Abigail MaloneInvestment adviser rep
- Christopher S. MaxeyInvestment adviser rep
- Max J. MeltzerCertified Financial Planner
- Howard P. OffitInvestment adviser rep
- William B. SchwartzCertified Financial Planner
- Garrett R. ScrantonInvestment adviser rep
- Gary R. SobelmanInvestment adviser rep
- Karl J. StiegmannCertified Financial Planner
- Michele G. WalthertCertified Financial Planner
- Jay M. WeinsteinChartered Financial Analyst
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 60Melville, NY 19San Rafael, CA 16Reston, VA 13Madison, WI 11Fulton, MD 10Milwaukee, WI 8Delafield, WI 7Boca Raton, FL 6West Hartford, CT 6Salisbury, MD 5Seattle, WA 5Beachwood, OH 4Chicago, IL 4San Francisco, CA 4
Other firms in Potomac
All Potomac advisors →Morgan Stanley 40Charles Schwab & Co., Inc. 9Pathstone 4Meritis Wealth Management, Inc. 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3
Questions
How many financial advisors does Wealthspire Advisors have in Potomac?
23 investment adviser representatives are registered at Wealthspire Advisors offices in Potomac, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 229 nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Is Wealthspire Advisors one of the largest advisor employers in Potomac?
Wealthspire Advisors ranks number 2 in Potomac by registered advisors; Morgan Stanley has the most, with 40.
How do I check a Wealthspire Advisors advisor in Potomac?
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.