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Financial ADVSR advisor directory · SEC adviser records

Watkinson Capital Advisors LLC financial advisors in Berwyn, PA

Every SEC-registered investment adviser representative at a Watkinson Capital Advisors LLC office in Berwyn, A to Z.

The short answer

3 registered advisors work at Watkinson Capital Advisors LLC in Berwyn, out of 3 at the firm nationwide; it ranks number 23 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Watkinson Capital Advisors LLC advisors in Berwyn, A to Z

Every Watkinson Capital Advisors LLC advisor →

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Other firms in Berwyn

All Berwyn advisors →

Great Valley Advisor Group, LLC 76Morgan Stanley 37Envestnet Pmc 34LPL Financial LLC 19Ellis Investment Partners, LLC 14Orion Portfolio Solutions, LLC 12Sequoia Financial Group, L.L.C. 10Ac Wealth Partners 6Bryn Mawr Trust Advisors, LLC 6Sterling Investment Advisors Ltd. 6Gallagher Fiduciary Advisors, LLC 5Jacobi Capital Management, LLC 5

Questions

How many financial advisors does Watkinson Capital Advisors LLC have in Berwyn?

3 investment adviser representatives are registered at Watkinson Capital Advisors LLC offices in Berwyn, Pennsylvania, 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 Watkinson Capital Advisors LLC one of the largest advisor employers in Berwyn?

Watkinson Capital Advisors LLC ranks number 23 in Berwyn by registered advisors; Great Valley Advisor Group, LLC has the most, with 76.

How do I check a Watkinson Capital Advisors LLC advisor in Berwyn?

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 Watkinson Capital Advisors 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.