Financial ADVSR advisor directory · SEC adviser records
Cmh Wealth Management, LLC financial advisors in Portsmouth, NH
Every SEC-registered investment adviser representative at a Cmh Wealth Management, LLC office in Portsmouth, A to Z.
The short answer
6 registered advisors work at Cmh Wealth Management, LLC in Portsmouth, out of 6 at the firm nationwide; it ranks number 16 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Cmh Wealth Management, LLC advisors in Portsmouth, A to Z
Every Cmh Wealth Management, LLC advisor →- Brian P. CarolanChartered Financial Analyst
- John P. FredetteChartered Financial Analyst
- Kristen L. HanleyInvestment adviser rep
- Michael R. LeclercCertified Financial Planner
- Karen R. McCloskeyCertified Financial Planner
- Steven C. NassouraCertified Financial Planner
Cmh Wealth Management, LLC advisors in every city and state →Cmh Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Portsmouth
All Portsmouth advisors →Morgan Stanley 24LPL Financial LLC 22Ameriprise Financial Services, LLC 19Strategic Advisers LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Equitable Advisors, LLC 13Wellesley Asset Management, Inc. 13Wells Fargo Clearing Services, LLC 13UBS Financial Services Inc. 12Steward Partners Investment Advisory, LLC 9F L Putnam Investment Management Co. 8RBC Capital Markets, LLC 7
Questions
How many financial advisors does Cmh Wealth Management, LLC have in Portsmouth?
6 investment adviser representatives are registered at Cmh Wealth Management, LLC offices in Portsmouth, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Cmh Wealth Management, LLC one of the largest advisor employers in Portsmouth?
Cmh Wealth Management, LLC ranks number 16 in Portsmouth by registered advisors; Morgan Stanley has the most, with 24.
How do I check a Cmh Wealth Management, LLC advisor in Portsmouth?
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 Cmh Wealth Management, 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.