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Financial ADVSR advisor directory · SEC adviser records

David Wendell Associates, Inc. financial advisors in Portsmouth, NH

Every SEC-registered investment adviser representative at a David Wendell Associates, Inc. office in Portsmouth, A to Z.

The short answer

5 registered advisors work at David Wendell Associates, Inc. in Portsmouth, out of 5 at the firm nationwide; it ranks number 18 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

David Wendell Associates, Inc. advisors in Portsmouth, A to Z

Every David Wendell Associates, Inc. advisor →

David Wendell Associates, Inc. advisors in every city and state →David Wendell Associates, Inc.: 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 David Wendell Associates, Inc. have in Portsmouth?

5 investment adviser representatives are registered at David Wendell Associates, Inc. offices in Portsmouth, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is David Wendell Associates, Inc. one of the largest advisor employers in Portsmouth?

David Wendell Associates, Inc. ranks number 18 in Portsmouth by registered advisors; Morgan Stanley has the most, with 24.

How do I check a David Wendell Associates, Inc. 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 David Wendell Associates, Inc. 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.