Financial ADVSR advisor directory · SEC adviser records
Wedmont Private Capital financial advisors in West Chester, PA
Every SEC-registered investment adviser representative at a Wedmont Private Capital office in West Chester, A to Z.
The short answer
4 registered advisors work at Wedmont Private Capital in West Chester, out of 10 at the firm nationwide; it ranks number 23 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Wedmont Private Capital advisors in West Chester, A to Z
Every Wedmont Private Capital advisor →- Dominic J. CorabiCertified Financial Planner
- Thomas F. GintyCertified Financial Planner
- Ryan E. GrahamCertified Financial Planner, Chartered Financial Analyst
- James L. PelletierInvestment adviser rep
Wedmont Private Capital advisors in every city and state →Wedmont Private Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Wedmont Private Capital advisors in other cities
Boulder, CO 1Grayslake, IL 1Lakeway, TX 1New Market, MD 1Phoenix, AZ 1Saint Louis, MO 1
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 8Veery Capital, LLC 8LPL Financial LLC 7Market Street Wealth Management 7Cambridge Investment Research Advisors, Inc. 6Edward Jones 6Private Advisor Group, LLC 6Osaic Wealth, Inc. 5
Questions
How many financial advisors does Wedmont Private Capital have in West Chester?
4 investment adviser representatives are registered at Wedmont Private Capital offices in West Chester, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Wedmont Private Capital one of the largest advisor employers in West Chester?
Wedmont Private Capital ranks number 23 in West Chester by registered advisors; Wealthcare Advisory Partners LLC has the most, with 63.
How do I check a Wedmont Private Capital 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 Wedmont Private Capital 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.