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Financial ADVSR advisor directory · SEC adviser records

Smith & Wyatt financial advisors in College Station, TX

Every SEC-registered investment adviser representative at a Smith & Wyatt office in College Station, A to Z.

7 registered advisors work at Smith & Wyatt in College Station, out of 8 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Smith & Wyatt advisors in College Station, A to Z

Every Smith & Wyatt advisor →

Smith & Wyatt advisors in every city and state →Smith & Wyatt: assets, clients and custodians →Advisor Moves: who changed firms this week →

Smith & Wyatt advisors in other cities

Dublin, OH 1

Other firms in College Station

All College Station advisors →

Edward Jones 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Paragon Financial Advisors 12UBS Financial Services Inc. 7Sanctuary Advisors, LLC 6Tdc Capital Advisors, Inc. 5Briaud Financial Advisors 4Ofg Financial Services, Inc. 4Cambridge Investment Research Advisors, Inc. 3Charles Schwab & Co., Inc. 3LPL Financial LLC 3Morgan Stanley 3

Questions

How many financial advisors does Smith & Wyatt have in College Station?

7 investment adviser representatives are registered at Smith & Wyatt offices in College Station, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Smith & Wyatt one of the largest advisor employers in College Station?

Smith & Wyatt ranks number 4 in College Station by registered advisors; Edward Jones has the most, with 14.

How do I check a Smith & Wyatt advisor in College Station?

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 Smith & Wyatt 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.