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Financial ADVSR advisor directory · SEC adviser records

Wms Wealth Planners financial advisors in Pittsburgh, PA

Every SEC-registered investment adviser representative at a Wms Wealth Planners office in Pittsburgh, A to Z.

3 registered advisors work at Wms Wealth Planners in Pittsburgh, out of 3 at the firm nationwide; it ranks number 93 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Wms Wealth Planners advisors in Pittsburgh, A to Z

Every Wms Wealth Planners advisor →

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

Other firms in Pittsburgh

All Pittsburgh advisors →

Federated Securities Corp. 163Federated Investment Counseling 131PNC Wealth Management LLC 90Merrill Lynch, Pierce, Fenner & Smith Incorporated 64LPL Financial LLC 60Morgan Stanley 57Federated Global Investment Management Corp. 52Mdt Advisers, A Division Of Federated Mdta LLC 51Equitable Advisors, LLC 43Ameriprise Financial Services, LLC 41Park Avenue Securities LLC 34Janney Montgomery Scott LLC 32

Questions

How many financial advisors does Wms Wealth Planners have in Pittsburgh?

3 investment adviser representatives are registered at Wms Wealth Planners offices in Pittsburgh, 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 Wms Wealth Planners one of the largest advisor employers in Pittsburgh?

Wms Wealth Planners ranks number 93 in Pittsburgh by registered advisors; Federated Securities Corp. has the most, with 163.

How do I check a Wms Wealth Planners advisor in Pittsburgh?

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 Wms Wealth Planners 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.