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Financial ADVSR advisor directory · SEC adviser records

Cordatus Wealth Management LLC financial advisors in Yardley, PA

Every SEC-registered investment adviser representative at a Cordatus Wealth Management LLC office in Yardley, A to Z.

The short answer

6 registered advisors work at Cordatus Wealth Management LLC in Yardley, out of 6 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.

Cordatus Wealth Management LLC advisors in Yardley, A to Z

Every Cordatus Wealth Management LLC advisor →

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

Other firms in Yardley

All Yardley advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 56Stifel, Nicolaus & Company, Incorporated 22Janney Montgomery Scott LLC 18Morgan Stanley 13Osaic Wealth, Inc. 13Wells Fargo Clearing Services, LLC 10LPL Financial LLC 8Ventura Wealth Management 8Commonwealth Financial Network 6Attleboro Wealth Management LLC 5Charles Schwab & Co., Inc. 5Strategic Advisers LLC 4

Questions

How many financial advisors does Cordatus Wealth Management LLC have in Yardley?

6 investment adviser representatives are registered at Cordatus Wealth Management LLC offices in Yardley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.

Is Cordatus Wealth Management LLC one of the largest advisor employers in Yardley?

Cordatus Wealth Management LLC ranks number 10 in Yardley by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 56.

How do I check a Cordatus Wealth Management LLC advisor in Yardley?

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 Cordatus Wealth Management 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.