Financial ADVSR advisor directory · SEC adviser records
Veery Capital, LLC financial advisors in West Chester, PA
Every SEC-registered investment adviser representative at a Veery Capital, LLC office in West Chester, A to Z.
The short answer
8 registered advisors work at Veery Capital, LLC in West Chester, out of 8 at the firm nationwide; it ranks number 6 in the city by advisors. 4 list the CFP designation and 5 are also registered broker representatives.
Veery Capital, LLC advisors in West Chester, A to Z
Every Veery Capital, LLC advisor →- David C. BenferCertified Financial Planner · Also a broker rep
- Joseph S. GrossAlso a broker rep
- Matthew J. MacnealCertified Financial Planner · Also a broker rep
- Michael N. MacnealInvestment adviser rep
- Cortney B. MilnerInvestment adviser rep
- Sarah E. ShawCertified Financial Planner · Also a broker rep
- Kathleen SimolikeCertified Financial Planner · Also a broker rep
- Robert B. WelchInvestment adviser rep
Veery Capital, LLC advisors in every city and state →Veery Capital, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in West Chester
All West Chester advisors →Wealthcare Advisory Partners LLC 63Janney Montgomery Scott LLC 11Cetera Investment Advisers LLC 8Key Financial, Inc. 8Strategic Advisers LLC 8LPL Financial LLC 7Market Street Wealth Management 7Cambridge Investment Research Advisors, Inc. 6Edward Jones 6Private Advisor Group, LLC 6Osaic Wealth, Inc. 5Ballast Financial Advisors, LLC 4
Questions
How many financial advisors does Veery Capital, LLC have in West Chester?
8 investment adviser representatives are registered at Veery Capital, LLC offices in West Chester, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 4 list the CFP designation and 5 are also registered as broker representatives.
Is Veery Capital, LLC one of the largest advisor employers in West Chester?
Veery Capital, LLC ranks number 6 in West Chester by registered advisors; Wealthcare Advisory Partners LLC has the most, with 63.
How do I check a Veery Capital, LLC advisor in West Chester?
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 Veery Capital, 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.