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Financial ADVSR advisor directory · SEC adviser records

Peltoma Capital Partners financial advisors in Austin, TX

Every SEC-registered investment adviser representative at a Peltoma Capital Partners office in Austin, A to Z.

The short answer

3 registered advisors work at Peltoma Capital Partners in Austin, out of 3 at the firm nationwide; it ranks number 128 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Peltoma Capital Partners advisors in Austin, A to Z

Every Peltoma Capital Partners advisor →

Peltoma Capital Partners advisors in every city and state →Peltoma Capital Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

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 Peltoma Capital Partners have in Austin?

3 investment adviser representatives are registered at Peltoma Capital Partners offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Peltoma Capital Partners one of the largest advisor employers in Austin?

Peltoma Capital Partners ranks number 128 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 418.

How do I check a Peltoma Capital Partners 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 Peltoma Capital Partners 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.