Financial ADVSR advisor directory · SEC adviser records
C2 Private Wealth financial advisors in Novi, MI
Every SEC-registered investment adviser representative at a C2 Private Wealth office in Novi, A to Z.
11 registered advisors work at C2 Private Wealth in Novi, out of 13 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
C2 Private Wealth advisors in Novi, A to Z
Every C2 Private Wealth advisor →- L B. AthertonInvestment adviser rep
- Kirk M. CassidyInvestment adviser rep
- Gregory C. Haeger IIIInvestment adviser rep
- Adam W. HollInvestment adviser rep
- Joshua L. JacksonInvestment adviser rep
- Jared M. LeeInvestment adviser rep
- Michael P. MasserantCertified Financial Planner
- Paul E. MetlerInvestment adviser rep
- Kevin RichmanInvestment adviser rep
- Shawn SrivastavaInvestment adviser rep
- Jacob C. ZagorInvestment adviser rep
C2 Private Wealth advisors in every city and state →C2 Private Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
C2 Private Wealth advisors in other cities
Other firms in Novi
All Novi advisors →Ameriprise Financial Services, LLC 36Strategic Advisers LLC 21Valic Financial Advisors, Inc. 17Charles Schwab & Co., Inc. 13The Nemes Rush Group, LLC 8Dahring | Cusmano And Associates 7LPL Financial LLC 7Mariner 7Richard W. Paul & Associates, LLC 7Edelman Financial Engines 6Pathworks Financial, Inc. 5Raymond James & Associates, Inc. 5
Questions
How many financial advisors does C2 Private Wealth have in Novi?
11 investment adviser representatives are registered at C2 Private Wealth offices in Novi, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is C2 Private Wealth one of the largest advisor employers in Novi?
C2 Private Wealth ranks number 5 in Novi by registered advisors; Ameriprise Financial Services, LLC has the most, with 36.
How do I check a C2 Private Wealth advisor in Novi?
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 C2 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.