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Financial ADVSR advisor directory · SEC adviser records

Lumida Wealth Management LLC financial advisors in Wayne, NJ

Every SEC-registered investment adviser representative at a Lumida Wealth Management LLC office in Wayne, A to Z.

The short answer

4 registered advisors work at Lumida Wealth Management LLC in Wayne, out of 4 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Lumida Wealth Management LLC advisors in Wayne, A to Z

Every Lumida Wealth Management LLC advisor →

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

Other firms in Wayne

All Wayne advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 45Strategic Advisers LLC 15Edward Jones 7Highland Financial Advisors, LLC 7LPL Financial LLC 5Pfs Investments Inc. 5

Questions

How many financial advisors does Lumida Wealth Management LLC have in Wayne?

4 investment adviser representatives are registered at Lumida Wealth Management LLC offices in Wayne, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Lumida Wealth Management LLC one of the largest advisor employers in Wayne?

Lumida Wealth Management LLC ranks number 7 in Wayne by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 45.

How do I check a Lumida Wealth Management LLC advisor in Wayne?

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 Lumida 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.