Financial ADVSR advisor directory · SEC adviser records
Wellspring Family Office financial advisors in Cleveland, OH
Every SEC-registered investment adviser representative at a Wellspring Family Office office in Cleveland, A to Z.
The short answer
9 registered advisors work at Wellspring Family Office in Cleveland, out of 9 at the firm nationwide; it ranks number 26 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Wellspring Family Office advisors in Cleveland, A to Z
Every Wellspring Family Office advisor →- William J. AmbrogioCertified Financial Planner
- Andrew S. DoepkerCertified Financial Planner
- Eric M. HannaCertified Financial Planner
- Kathryn E. MadzsarCertified Financial Planner
- Michael T. NovakPersonal Financial Specialist
- Andrew J. SicilianoCertified Financial Planner
- Jennifer R. StatonCertified Financial Planner
- Richard J. TurgeonChartered Financial Analyst
- Anna VitaleCertified Financial Planner
Wellspring Family Office advisors in every city and state →Wellspring Family Office: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Cleveland
All Cleveland advisors →Mai Capital Management, LLC 65Cbiz Investment Advisory Services, LLC 41Clearstead; Clearstead Advisory Solutions 34J.P. Morgan Securities LLC 28PNC Wealth Management LLC 27Robert W. Baird & Co. Incorporated 27Cetera Investment Advisers LLC 25UBS Financial Services Inc. 24McDonald Partners LLC 19Ameriprise Financial Services, LLC 18MML Investors Services, LLC 18Northcoast Research Partners, LLC 18
Questions
How many financial advisors does Wellspring Family Office have in Cleveland?
9 investment adviser representatives are registered at Wellspring Family Office offices in Cleveland, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Wellspring Family Office one of the largest advisor employers in Cleveland?
Wellspring Family Office ranks number 26 in Cleveland by registered advisors; Mai Capital Management, LLC has the most, with 65.
How do I check a Wellspring Family Office advisor in Cleveland?
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 Wellspring Family Office 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.