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Financial ADVSR advisor directory · SEC adviser records

Zenith Wealth Partners financial advisors in Philadelphia, PA

Every SEC-registered investment adviser representative at a Zenith Wealth Partners office in Philadelphia, A to Z.

The short answer

5 registered advisors work at Zenith Wealth Partners in Philadelphia, out of 6 at the firm nationwide; it ranks number 39 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Zenith Wealth Partners advisors in Philadelphia, A to Z

Every Zenith Wealth Partners advisor →

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

Zenith Wealth Partners advisors in other cities

Chicago, IL 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 Zenith Wealth Partners have in Philadelphia?

5 investment adviser representatives are registered at Zenith Wealth Partners offices in Philadelphia, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Zenith Wealth Partners one of the largest advisor employers in Philadelphia?

Zenith Wealth Partners ranks number 39 in Philadelphia by registered advisors; J.P. Morgan Securities LLC has the most, with 121.

How do I check a Zenith Wealth Partners 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 Zenith Wealth Partners 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.