Financial ADVSR advisor directory · SEC adviser records
Entrewealth financial advisors in Austin, TX
Every SEC-registered investment adviser representative at a Entrewealth office in Austin, A to Z.
13 registered advisors work at Entrewealth in Austin, out of 19 at the firm nationwide; it ranks number 40 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Entrewealth advisors in Austin, A to Z
Every Entrewealth advisor →- Michael J. CallahanInvestment adviser rep
- Austin J. DeleryCertified Financial Planner
- John M. GamboneCertified Financial Planner, Chartered Financial Consultant
- Aaron E. HartCertified Financial Planner
- Matthew R. HillerInvestment adviser rep
- Joseph R. Ingram IIIInvestment adviser rep
- Samuel KimCertified Financial Planner
- Braxton KingInvestment adviser rep
- Joshua D. MumperInvestment adviser rep
- Haley M. RaoInvestment adviser rep
- Jeffrey E. SochaInvestment adviser rep
- Dylan VeatchInvestment adviser rep
- Andrew P. VinciguerraInvestment adviser rep
Entrewealth advisors in every city and state →Entrewealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Entrewealth advisors in other cities
Edmond, OK 1Pinckney, MI 1Pittsburgh, PA 1St. Louis, MO 1Stamford, CT 1Wadsworth, IL 1
Other firms in Austin
All Austin advisors →Kestra Advisory Services, LLC 418Dimensional Fund Advisors LP 208Charles Schwab & Co., Inc. 197Merrill Lynch, Pierce, Fenner & Smith Incorporated 137J.P. Morgan Securities LLC 119LPL Financial LLC 117Morgan Stanley 101Wells Fargo Clearing Services, LLC 10049 Financial 91Strategic Advisers LLC 85Edward Jones 72Hub Investment Partners, LLC 68
Questions
How many financial advisors does Entrewealth have in Austin?
13 investment adviser representatives are registered at Entrewealth offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 19 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Entrewealth one of the largest advisor employers in Austin?
Entrewealth ranks number 40 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 418.
How do I check a Entrewealth advisor in Austin?
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 Entrewealth 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.