Financial ADVSR advisor directory · SEC adviser records
Concentus Wealth Advisors financial advisors in Newtown Square, PA
Every SEC-registered investment adviser representative at a Concentus Wealth Advisors office in Newtown Square, A to Z.
9 registered advisors work at Concentus Wealth Advisors in Newtown Square, out of 9 at the firm nationwide; it ranks number 4 in the city by advisors. 5 list the CFP designation and 1 are also registered broker representatives.
Concentus Wealth Advisors advisors in Newtown Square, A to Z
Every Concentus Wealth Advisors advisor →- Andrew J. BrewsterInvestment adviser rep
- Paige E. DeasyInvestment adviser rep
- Thomas GrecoCertified Financial Planner
- Nathan J. HaywardCertified Financial Planner, Chartered Financial Consultant
- Patrick JohnsonCertified Financial Planner, Chartered Financial Consultant
- John A. LiberatoreCertified Financial Planner
- Garrett C. RoachInvestment adviser rep
- Erik O. StridCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Paul F. StridInvestment adviser rep
Concentus Wealth Advisors advisors in every city and state →Concentus Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Newtown Square
All Newtown Square advisors →MML Investors Services, LLC 133Morgan Stanley 29Logan Capital Management, Inc. 14Pathstone 9Almanack Investment Partners 7Newsquare Capital, LLC 6Wells Fargo Clearing Services, LLC 6Capital Analysts 4Strategic Advisers LLC 4Etf Architect 3
Questions
How many financial advisors does Concentus Wealth Advisors have in Newtown Square?
9 investment adviser representatives are registered at Concentus Wealth Advisors offices in Newtown Square, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 5 list the CFP designation and 1 are also registered as broker representatives.
Is Concentus Wealth Advisors one of the largest advisor employers in Newtown Square?
Concentus Wealth Advisors ranks number 4 in Newtown Square by registered advisors; MML Investors Services, LLC has the most, with 133.
How do I check a Concentus Wealth Advisors advisor in Newtown Square?
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 Concentus 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.