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Financial ADVSR advisor directory · SEC adviser records

Keyvantage Wealth Advisors financial advisors in Bethlehem, PA

Every SEC-registered investment adviser representative at a Keyvantage Wealth Advisors office in Bethlehem, A to Z.

The short answer

4 registered advisors work at Keyvantage Wealth Advisors in Bethlehem, out of 4 at the firm nationwide; it ranks number 15 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Keyvantage Wealth Advisors advisors in Bethlehem, A to Z

Every Keyvantage Wealth Advisors advisor →

Keyvantage Wealth Advisors advisors in every city and state →Keyvantage Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Bethlehem

All Bethlehem advisors →

Cornerstone Advisors Asset Management, LLC 24Equitable Advisors, LLC 12Valley National Advisers Inc. 12Janney Montgomery Scott LLC 7Mtm Financial Group, LLC 7Park Avenue Securities LLC 7Raymond James Financial Services Advisors, Inc. 7Captrust 6O'Hagan Group, Inc. 6Capital Analysts 5Cetera Investment Advisers LLC 5Commonwealth Financial Network 5

Questions

How many financial advisors does Keyvantage Wealth Advisors have in Bethlehem?

4 investment adviser representatives are registered at Keyvantage Wealth Advisors offices in Bethlehem, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Keyvantage Wealth Advisors one of the largest advisor employers in Bethlehem?

Keyvantage Wealth Advisors ranks number 15 in Bethlehem by registered advisors; Cornerstone Advisors Asset Management, LLC has the most, with 24.

How do I check a Keyvantage Wealth Advisors advisor in Bethlehem?

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 Keyvantage Wealth Advisors 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.