Financial ADVSR advisor directory · SEC adviser records
Ae Wealth Management, LLC financial advisors in Wilmington, NC
Every SEC-registered investment adviser representative at a Ae Wealth Management, LLC office in Wilmington, A to Z.
The short answer
5 registered advisors work at Ae Wealth Management, LLC in Wilmington, out of 426 at the firm nationwide; it ranks number 24 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.
Ae Wealth Management, LLC advisors in Wilmington, A to Z
Every Ae Wealth Management, LLC advisor →- Alec HutchinsonInvestment adviser rep
- Trenton A. ShadyInvestment adviser rep
- David R. ShucavageInvestment adviser rep
- Samantha E. ShucavageInvestment adviser rep
- Matthew E. WeissmanCertified Financial Planner · Also a broker rep
Ae Wealth Management, LLC advisors in every city and state →Ae Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Ae Wealth Management, LLC advisors in other cities
Topeka, KS 48Birmingham, AL 15Dayton, OH 8Mesa, AZ 8Troy, MI 8Huntsville, AL 7Lenexa, KS 7Sun City, AZ 6Warwick, RI 6Alpharetta, GA 5Jacksonville, FL 5Metairie, LA 5Scottsdale, AZ 5Carlsbad, CA 4Freeland, MI 4
Other firms in Wilmington
All Wilmington advisors →Wells Fargo Clearing Services, LLC 39Edward Jones 24Merrill Lynch, Pierce, Fenner & Smith Incorporated 21Wells Fargo Advisors Financial Network, LLC 18Commonwealth Financial Network 15Morgan Stanley 14Raymond James Financial Services Advisors, Inc. 14Raymond James & Associates, Inc. 12UBS Financial Services Inc. 12First Citizens Investor Services, Inc. 11Captrust 10Cetera Investment Advisers LLC 10
Questions
How many financial advisors does Ae Wealth Management, LLC have in Wilmington?
5 investment adviser representatives are registered at Ae Wealth Management, LLC offices in Wilmington, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 426 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.
Is Ae Wealth Management, LLC one of the largest advisor employers in Wilmington?
Ae Wealth Management, LLC ranks number 24 in Wilmington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 39.
How do I check a Ae Wealth Management, LLC advisor in Wilmington?
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 Ae 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.