Financial ADVSR advisor directory · SEC adviser records
Skybound Wealth USA financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Skybound Wealth USA office in Houston, A to Z.
The short answer
7 registered advisors work at Skybound Wealth USA in Houston, out of 11 at the firm nationwide; it ranks number 106 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Skybound Wealth USA advisors in Houston, A to Z
Every Skybound Wealth USA advisor →- Joshua ClanceyInvestment adviser rep
- Haley S. HazemInvestment adviser rep
- Jack S. LambInvestment adviser rep
- Sam M. LingInvestment adviser rep
- Alexandra L. MerzInvestment adviser rep
- Kumar H. PatelInvestment adviser rep
- Thomas M. PewtressInvestment adviser rep
Skybound Wealth USA advisors in every city and state →Skybound Wealth USA: assets, clients and custodians →Advisor Moves: who changed firms this week →
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 Skybound Wealth USA have in Houston?
7 investment adviser representatives are registered at Skybound Wealth USA offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Skybound Wealth USA one of the largest advisor employers in Houston?
Skybound Wealth USA ranks number 106 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Skybound Wealth USA 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 Skybound Wealth USA 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.