Financial ADVSR advisor directory · SEC adviser records
Bancroft Capital, LLC financial advisors in Fort Washington, PA
Every SEC-registered investment adviser representative at a Bancroft Capital, LLC office in Fort Washington, A to Z.
The short answer
3 registered advisors work at Bancroft Capital, LLC in Fort Washington, out of 3 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Bancroft Capital, LLC advisors in Fort Washington, A to Z
Every Bancroft Capital, LLC advisor →- Kathleen M. BaltraAlso a broker rep
- Susan E. GressAlso a broker rep
- Cauldon D. QuinnAlso a broker rep
Bancroft Capital, LLC advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Fort Washington
All Fort Washington advisors →Lincoln Investment 312Thrive Capital Management, LLC 13Capital Analysts 10Equita Financial Network, Inc. 8Ameriprise Financial Services, LLC 5Raymond James Financial Services Advisors, Inc. 4
Questions
How many financial advisors does Bancroft Capital, LLC have in Fort Washington?
3 investment adviser representatives are registered at Bancroft Capital, LLC offices in Fort Washington, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Bancroft Capital, LLC one of the largest advisor employers in Fort Washington?
Bancroft Capital, LLC ranks number 7 in Fort Washington by registered advisors; Lincoln Investment has the most, with 312.
How do I check a Bancroft Capital, LLC advisor in Fort Washington?
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 Bancroft Capital, 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.