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Financial ADVSR advisor directory · SEC adviser records

Sun Mountain Capital Advisors, LLC financial advisors in Santa Fe, NM

Every SEC-registered investment adviser representative at a Sun Mountain Capital Advisors, LLC office in Santa Fe, A to Z.

The short answer

3 registered advisors work at Sun Mountain Capital Advisors, LLC in Santa Fe, out of 3 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.

Sun Mountain Capital Advisors, LLC advisors in Santa Fe, A to Z

Every Sun Mountain Capital Advisors, LLC advisor →

Sun Mountain Capital Advisors, LLC advisors in every city and state →Sun Mountain Capital Advisors, 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 4Altamira Financial Group, LLC 3Cetera Investment Advisers LLC 3

Questions

How many financial advisors does Sun Mountain Capital Advisors, LLC have in Santa Fe?

3 investment adviser representatives are registered at Sun Mountain Capital Advisors, LLC offices in Santa Fe, New Mexico, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Sun Mountain Capital Advisors, LLC one of the largest advisor employers in Santa Fe?

Sun Mountain Capital Advisors, LLC ranks number 16 in Santa Fe by registered advisors; Thornburg Investment Management Inc. has the most, with 24.

How do I check a Sun Mountain Capital Advisors, 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 Sun Mountain Capital Advisors, 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.