Financial ADVSR advisor directory · SEC adviser records
Altamira Financial Group, LLC financial advisors in Santa Fe, NM
Every SEC-registered investment adviser representative at a Altamira Financial Group, LLC office in Santa Fe, A to Z.
The short answer
3 registered advisors work at Altamira Financial Group, LLC in Santa Fe, out of 3 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Altamira Financial Group, LLC advisors in Santa Fe, A to Z
Every Altamira Financial Group, LLC advisor →- Kerry D. LeeAlso a broker rep
- David G. RisserAlso a broker rep
- Gonzalo RufattCertified Financial Planner · Also a broker rep
Altamira Financial Group, LLC advisors in every city and state →Altamira Financial Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Santa Fe
All Santa Fe advisors →Thornburg Investment Management Inc. 24Merrill Lynch, Pierce, Fenner & Smith Incorporated 12Morgan Stanley 12Edward Jones 8Wells Fargo Clearing Services, LLC 8City Different Investments 7LPL Financial LLC 6UBS Financial Services Inc. 5Horizons Sustainable Financial Services, Inc. 4Stifel, Nicolaus & Company, Incorporated 4Cetera Investment Advisers LLC 3Financial Partners, LLC 3
Questions
How many financial advisors does Altamira Financial Group, LLC have in Santa Fe?
3 investment adviser representatives are registered at Altamira Financial Group, LLC offices in Santa Fe, New Mexico, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Altamira Financial Group, LLC one of the largest advisor employers in Santa Fe?
Altamira Financial Group, LLC ranks number 11 in Santa Fe by registered advisors; Thornburg Investment Management Inc. has the most, with 24.
How do I check a Altamira Financial Group, LLC advisor in Santa Fe?
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 Altamira Financial Group, 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.