Financial ADVSR advisor directory · SEC adviser records
King Wealth Management Group, LLC financial advisors in Saratoga Springs, NY
Every SEC-registered investment adviser representative at a King Wealth Management Group, LLC office in Saratoga Springs, A to Z.
The short answer
7 registered advisors work at King Wealth Management Group, LLC in Saratoga Springs, out of 8 at the firm nationwide; it ranks number 11 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
King Wealth Management Group, LLC advisors in Saratoga Springs, A to Z
Every King Wealth Management Group, LLC advisor →- Nathaniel J. KingInvestment adviser rep
- Michele M. MartinInvestment adviser rep
- Sean B. MoynahanCertified Financial Planner
- Jane M. QuinnInvestment adviser rep
- Jolyn C. SweetInvestment adviser rep
- Kenneth J. TerpeningCertified Financial Planner
- Patricia M. WaltonInvestment adviser rep
King Wealth Management Group, LLC advisors in every city and state →King Wealth Management Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
King Wealth Management Group, LLC advisors in other cities
Other firms in Saratoga Springs
All Saratoga Springs advisors →Rockefeller Financial LLC 24Morgan Stanley 23Goldman Sachs Wealth Services, L.P. 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Shade Tree Advisors LLC 18Quartz Partners Investment Management 14Rockefeller Capital Management 12LPL Financial LLC 11Cerity Partners LLC 8Commonwealth Financial Network 8Lifegoal Investments, LLC 6Raymond James & Associates, Inc. 6
Questions
How many financial advisors does King Wealth Management Group, LLC have in Saratoga Springs?
7 investment adviser representatives are registered at King Wealth Management Group, LLC offices in Saratoga Springs, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is King Wealth Management Group, LLC one of the largest advisor employers in Saratoga Springs?
King Wealth Management Group, LLC ranks number 11 in Saratoga Springs by registered advisors; Rockefeller Financial LLC has the most, with 24.
How do I check a King Wealth Management Group, LLC advisor in Saratoga Springs?
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 King Wealth Management 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.