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Financial ADVSR advisor directory · SEC adviser records

Ascentis Wealth Management, LLC financial advisors in Dallas, TX

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

The short answer

7 registered advisors work at Ascentis Wealth Management, LLC in Dallas, out of 8 at the firm nationwide; it ranks number 80 in the city by advisors. 5 list the CFP designation and 1 are also registered broker representatives.

Ascentis Wealth Management, LLC advisors in Dallas, A to Z

Every Ascentis Wealth Management, LLC advisor →

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

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 239Morgan Stanley 225J.P. Morgan Securities LLC 213UBS Financial Services Inc. 137Strategic Advisers LLC 104Goldman Sachs Wealth Services, L.P. 95Cetera Investment Advisers LLC 89Rockefeller Financial LLC 87Wells Fargo Clearing Services, LLC 83LPL Financial LLC 76Hilltop Securities Inc. 70Momentum Independent Network Inc. 65

Questions

How many financial advisors does Ascentis Wealth Management, LLC have in Dallas?

7 investment adviser representatives are registered at Ascentis Wealth Management, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 5 list the CFP designation and 1 are also registered as broker representatives.

Is Ascentis Wealth Management, LLC one of the largest advisor employers in Dallas?

Ascentis Wealth Management, LLC ranks number 80 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.

How do I check a Ascentis Wealth Management, LLC advisor in Dallas?

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 Ascentis 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.