Financial ADVSR advisor directory · SEC adviser records
Kestra Private Wealth Services, LLC financial advisors in Bloomfield Hills, MI
Every SEC-registered investment adviser representative at a Kestra Private Wealth Services, LLC office in Bloomfield Hills, A to Z.
The short answer
3 registered advisors work at Kestra Private Wealth Services, LLC in Bloomfield Hills, out of 184 at the firm nationwide; it ranks number 36 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Kestra Private Wealth Services, LLC advisors in Bloomfield Hills, A to Z
Every Kestra Private Wealth Services, LLC advisor →- Christopher S. HamiltonAlso a broker rep
- Karl E. SchwartzAlso a broker rep
- Jeffrey J. SmithCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
Kestra Private Wealth Services, LLC advisors in every city and state →Kestra Private Wealth Services, LLC: assets, clients and custodians →Kestra news and advisor moves →Advisor Moves: who changed firms this week →
Kestra Private Wealth Services, LLC advisors in other cities
Austin, TX 61Sewickley, PA 8San Diego, CA 7Salt Lake City, UT 6Greenville, SC 5Cranston, RI 4Melbourne, FL 4Ogden, UT 4Roswell, GA 4Sandusky, OH 4Zanesville, OH 4Arlington, VA 3Auburn Hills, MI 3Blackshear, GA 3Burlington, MA 3
Other firms in Bloomfield Hills
All Bloomfield Hills advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 165Morgan Stanley 73Gregory J. Schwartz & Co., Inc. 22LPL Financial LLC 22Fifth Third Securities, Inc. 16Raymond James & Associates, Inc. 16RBC Capital Markets, LLC 15Ameriprise Financial Services, LLC 14J.P. Morgan Securities LLC 12Deroy & Devereaux Private Investment Counsel, Inc. 10Diversified Portfolios, Inc. 9Mariner 8
Questions
How many financial advisors does Kestra Private Wealth Services, LLC have in Bloomfield Hills?
3 investment adviser representatives are registered at Kestra Private Wealth Services, LLC offices in Bloomfield Hills, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 184 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Kestra Private Wealth Services, LLC one of the largest advisor employers in Bloomfield Hills?
Kestra Private Wealth Services, LLC ranks number 36 in Bloomfield Hills by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 165.
How do I check a Kestra Private Wealth Services, LLC advisor in Bloomfield Hills?
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 Kestra Private Wealth Services, 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.