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Financial ADVSR advisor directory · SEC adviser records

Crossgate Wealth Advisors, LLC financial advisors in Newtown, PA

Every SEC-registered investment adviser representative at a Crossgate Wealth Advisors, LLC office in Newtown, A to Z.

The short answer

3 registered advisors work at Crossgate Wealth Advisors, LLC in Newtown, out of 3 at the firm nationwide; it ranks number 20 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Crossgate Wealth Advisors, LLC advisors in Newtown, A to Z

Every Crossgate Wealth Advisors, LLC advisor →

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

Other firms in Newtown

All Newtown advisors →

UBS Financial Services Inc. 18Main Street Financial Solutions, LLC 17Raymond James & Associates, Inc. 16Cambridge Investment Research Advisors, Inc. 12Insight Advisors, LLC 9Rockefeller Capital Management 9Osaic Wealth, Inc. 7Edward Jones 6Innova Wealth Partners, LLC 6Lri Investments 6Pw Nova Financial Services LLC 6Brick & Kyle Associates Inc. 5

Questions

How many financial advisors does Crossgate Wealth Advisors, LLC have in Newtown?

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

Is Crossgate Wealth Advisors, LLC one of the largest advisor employers in Newtown?

Crossgate Wealth Advisors, LLC ranks number 20 in Newtown by registered advisors; UBS Financial Services Inc. has the most, with 18.

How do I check a Crossgate Wealth Advisors, LLC advisor in Newtown?

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 Crossgate Wealth 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.