Financial ADVSR advisor directory · SEC adviser records
Winslow Asset Management Inc. financial advisors in Beachwood, OH
Every SEC-registered investment adviser representative at a Winslow Asset Management Inc. office in Beachwood, A to Z.
The short answer
4 registered advisors work at Winslow Asset Management Inc. in Beachwood, out of 4 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Winslow Asset Management Inc. advisors in Beachwood, A to Z
Every Winslow Asset Management Inc. advisor →- Susan F. AkersInvestment adviser rep
- Gerald W. GoldbergInvestment adviser rep
- Phoebe V. KaylorInvestment adviser rep
- Barbara A. MyersInvestment adviser rep
Winslow Asset Management Inc. advisors in every city and state →Winslow Asset Management Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Beachwood
All Beachwood advisors →Oneseven 53Stratos Wealth Partners, Ltd. 45Park Avenue Securities LLC 22LPL Financial LLC 21Raymond James & Associates, Inc. 20Oppenheimer & Co. Inc. 12Pfs Investments Inc. 9Wells Fargo Advisors Financial Network, LLC 9North Star Advisory Group, LLC 6Stratos Investment Management, LLC 6Stratos Wealth Advisors LLC 6Cm Wealth Advisors LLC 5
Questions
How many financial advisors does Winslow Asset Management Inc. have in Beachwood?
4 investment adviser representatives are registered at Winslow Asset Management Inc. offices in Beachwood, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Winslow Asset Management Inc. one of the largest advisor employers in Beachwood?
Winslow Asset Management Inc. ranks number 17 in Beachwood by registered advisors; Oneseven has the most, with 53.
How do I check a Winslow Asset Management Inc. advisor in Beachwood?
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 Winslow Asset Management Inc. 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.