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Financial ADVSR advisor directory · SEC adviser records

Wedge Capital Management LLP financial advisors in Charlotte, NC

Every SEC-registered investment adviser representative at a Wedge Capital Management LLP office in Charlotte, A to Z.

The short answer

19 registered advisors work at Wedge Capital Management LLP in Charlotte, out of 19 at the firm nationwide; it ranks number 39 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Wedge Capital Management LLP advisors in Charlotte, A to Z

Every Wedge Capital Management LLP advisor →

Wedge Capital Management LLP advisors in every city and state →Wedge Capital Management LLP: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Charlotte

All Charlotte advisors →

Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60

Questions

How many financial advisors does Wedge Capital Management LLP have in Charlotte?

19 investment adviser representatives are registered at Wedge Capital Management LLP offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 19 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Wedge Capital Management LLP one of the largest advisor employers in Charlotte?

Wedge Capital Management LLP ranks number 39 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.

How do I check a Wedge Capital Management LLP advisor in Charlotte?

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 Wedge Capital Management LLP 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.