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Financial ADVSR advisor directory · SEC adviser records

Shield Wealth Advisors financial advisors in Williamsville, NY

Every SEC-registered investment adviser representative at a Shield Wealth Advisors office in Williamsville, A to Z.

The short answer

3 registered advisors work at Shield Wealth Advisors in Williamsville, out of 3 at the firm nationwide; it ranks number 27 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Shield Wealth Advisors advisors in Williamsville, A to Z

Every Shield Wealth Advisors advisor →

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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 20Independent Solutions Wealth Management, LLC 20LPL Enterprise, LLC 14Valic Financial Advisors, Inc. 13

Questions

How many financial advisors does Shield Wealth Advisors have in Williamsville?

3 investment adviser representatives are registered at Shield Wealth Advisors offices in Williamsville, New York, 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 Shield Wealth Advisors one of the largest advisor employers in Williamsville?

Shield Wealth Advisors ranks number 27 in Williamsville by registered advisors; Equitable Advisors, LLC has the most, with 95.

How do I check a Shield Wealth Advisors 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 Shield Wealth Advisors 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.