Financial ADVSR advisor directory · SEC adviser records
Independent Solutions Wealth Management, LLC financial advisors in Williamsville, NY
Every SEC-registered investment adviser representative at a Independent Solutions Wealth Management, LLC office in Williamsville, A to Z.
The short answer
21 registered advisors work at Independent Solutions Wealth Management, LLC in Williamsville, out of 28 at the firm nationwide; it ranks number 10 in the city by advisors. 4 list the CFP designation and 16 are also registered broker representatives.
Independent Solutions Wealth Management, LLC advisors in Williamsville, A to Z
Every Independent Solutions Wealth Management, LLC advisor →- Jay R. BlanchardAlso a broker rep
- Jason W. BrowneChartered Financial Consultant
- Russell E. GaiserCertified Financial Planner · Also a broker rep
- Stephen F. GriskoAlso a broker rep
- Jack T. HaxtonAlso a broker rep
- Michael P. HoeflichAlso a broker rep
- Michael S. LomasAlso a broker rep
- David P. MariacherInvestment adviser rep
- Andrew C. MillerCertified Financial Planner · Also a broker rep
- David F. MooreCertified Financial Planner · Also a broker rep
- Lauren MuscatoAlso a broker rep
- Rohn H. PierceAlso a broker rep
- Ronald J. ReinsteinAlso a broker rep
- Susannah M. RyanAlso a broker rep
- Michael R. ShaverCertified Financial Planner
- Michael C. ShaverInvestment adviser rep
- Anthony SzeflerAlso a broker rep
- John E. ThurChartered Financial Analyst
- Ronald J. WaskowAlso a broker rep
- Brian M. WebbAlso a broker rep
- Michael F. ZimmerAlso a broker rep
Independent Solutions Wealth Management, LLC advisors in every city and state →Independent Solutions Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Independent Solutions Wealth Management, LLC advisors in other cities
Beaverton, OR 1Edisto Island, SC 1Montgomery, TX 1Naples, NY 1Newberg, OR 1Palm Beach Gardens, FL 1San Diego, CA 1
Other firms in Williamsville
All Williamsville advisors →Equitable Advisors, LLC 95LPL Financial LLC 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Morgan Stanley 28Osaic Wealth, Inc. 25RBC Capital Markets, LLC 21Wells Fargo Clearing Services, LLC 21Wny Asset Management, LLC 21Ameriprise Financial Services, LLC 20LPL Enterprise, LLC 14Valic Financial Advisors, Inc. 13Cetera Investment Advisers LLC 8
Questions
How many financial advisors does Independent Solutions Wealth Management, LLC have in Williamsville?
21 investment adviser representatives are registered at Independent Solutions Wealth Management, LLC offices in Williamsville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 28 nationwide. 4 list the CFP designation and 16 are also registered as broker representatives.
Is Independent Solutions Wealth Management, LLC one of the largest advisor employers in Williamsville?
Independent Solutions Wealth Management, LLC ranks number 10 in Williamsville by registered advisors; Equitable Advisors, LLC has the most, with 95.
How do I check a Independent Solutions Wealth Management, LLC advisor in Williamsville?
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 Independent Solutions 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.