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Financial ADVSR advisor directory · SEC adviser records

Stonepath Wealth Management financial advisors in Traverse City, MI

Every SEC-registered investment adviser representative at a Stonepath Wealth Management office in Traverse City, A to Z.

The short answer

5 registered advisors work at Stonepath Wealth Management in Traverse City, out of 8 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Stonepath Wealth Management advisors in Traverse City, A to Z

Every Stonepath Wealth Management advisor →

Stonepath Wealth Management advisors in every city and state →Stonepath Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Stonepath Wealth Management advisors in other cities

Clarksville, TN 1Sandusky, MI 1Stuart, FL 1

Other firms in Traverse City

All Traverse City advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 17LPL Financial LLC 15Wells Fargo Clearing Services, LLC 13Raymond James & Associates, Inc. 11Ameriprise Financial Services, LLC 9Edward Jones 9Robert W. Baird & Co. Incorporated 9Stifel, Nicolaus & Company, Incorporated 9Centennial Wealth Advisory, LLC 8Old Mission Investment Company, LLC 8J.P. Morgan Securities LLC 7Morgan Stanley 6

Questions

How many financial advisors does Stonepath Wealth Management have in Traverse City?

5 investment adviser representatives are registered at Stonepath Wealth Management offices in Traverse City, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Stonepath Wealth Management one of the largest advisor employers in Traverse City?

Stonepath Wealth Management ranks number 16 in Traverse City by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 17.

How do I check a Stonepath Wealth Management advisor in Traverse City?

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 Stonepath Wealth Management 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.