Financial ADVSR advisor directory · SEC adviser records
Continuum Advisory, LLC financial advisors in Philadelphia, PA
Every SEC-registered investment adviser representative at a Continuum Advisory, LLC office in Philadelphia, A to Z.
The short answer
3 registered advisors work at Continuum Advisory, LLC in Philadelphia, out of 35 at the firm nationwide; it ranks number 46 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Continuum Advisory, LLC advisors in Philadelphia, A to Z
Every Continuum Advisory, LLC advisor →- Triinu BarclayInvestment adviser rep
- Shanley R. CampbellCertified Financial Planner, Chartered Financial Consultant
- Nicolette M. SeilusCertified Financial Planner
Continuum Advisory, LLC advisors in every city and state →Continuum Advisory, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Continuum Advisory, LLC advisors in other cities
Eagle, ID 13Annapolis, MD 2Tampa, FL 2Bentonville, AR 1Chester, MD 1Folsom, CA 1Fountain Valley, CA 1Hacienda Heights, CA 1Honolulu, HI 1Liberty, MO 1Meridian, ID 1New York, NY 1Phoenix, AZ 1Pleasanton, CA 1Portland, OR 1
Other firms in Philadelphia
All Philadelphia advisors →J.P. Morgan Securities LLC 121Janney Montgomery Scott LLC 98Merrill Lynch, Pierce, Fenner & Smith Incorporated 78Wells Fargo Clearing Services, LLC 74Morgan Stanley 61Florida Financial Advisors, LLC 59UBS Financial Services Inc. 57Strategic Advisers LLC 44Mycio Wealth Partners, LLC 32Bryn Mawr Trust Advisors, LLC 31RBC Capital Markets, LLC 26Tiaa-Cref Individual & Institutional Services, LLC 23
Questions
How many financial advisors does Continuum Advisory, LLC have in Philadelphia?
3 investment adviser representatives are registered at Continuum Advisory, LLC offices in Philadelphia, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 35 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Continuum Advisory, LLC one of the largest advisor employers in Philadelphia?
Continuum Advisory, LLC ranks number 46 in Philadelphia by registered advisors; J.P. Morgan Securities LLC has the most, with 121.
How do I check a Continuum Advisory, LLC advisor in Philadelphia?
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 Continuum Advisory, 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.