Financial ADVSR advisor directory · SEC adviser records
Shelter Wealth Strategies, LLC financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Shelter Wealth Strategies, LLC office in Houston, A to Z.
The short answer
11 registered advisors work at Shelter Wealth Strategies, LLC in Houston, out of 15 at the firm nationwide; it ranks number 79 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.
Shelter Wealth Strategies, LLC advisors in Houston, A to Z
Every Shelter Wealth Strategies, LLC advisor →- Therese-Marie CasementInvestment adviser rep
- Matthew W. FrazierInvestment adviser rep
- Walker GilbertInvestment adviser rep
- Daniel D. Horowitz IIIInvestment adviser rep
- Traci L. KaasAlso a broker rep
- David A. LesserInvestment adviser rep
- Christopher J. Meehan Jr.Investment adviser rep
- Sidney L. OverbyInvestment adviser rep
- Paul SalehInvestment adviser rep
- Hanson D. StreetInvestment adviser rep
- Andrew C. WilsonInvestment adviser rep
Shelter Wealth Strategies, LLC advisors in every city and state →Shelter Wealth Strategies, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Shelter Wealth Strategies, LLC advisors in other cities
Other firms in Houston
All Houston advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76
Questions
How many financial advisors does Shelter Wealth Strategies, LLC have in Houston?
11 investment adviser representatives are registered at Shelter Wealth Strategies, LLC offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.
Is Shelter Wealth Strategies, LLC one of the largest advisor employers in Houston?
Shelter Wealth Strategies, LLC ranks number 79 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Shelter Wealth Strategies, LLC advisor in Houston?
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 Shelter Wealth Strategies, 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.