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Financial ADVSR advisor directory · SEC adviser records

Athos Private Wealth LLC financial advisors in Holladay, UT

Every SEC-registered investment adviser representative at a Athos Private Wealth LLC office in Holladay, A to Z.

The short answer

4 registered advisors work at Athos Private Wealth LLC in Holladay, out of 4 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Athos Private Wealth LLC advisors in Holladay, A to Z

Every Athos Private Wealth LLC advisor →

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Other firms in Holladay

All Holladay advisors →

Morgan Stanley 23Wells Fargo Clearing Services, LLC 22Raymond James Financial Services Advisors, Inc. 14Stratos Wealth Partners, Ltd. 10Strategic Advisers LLC 8Interwise 5Hornor, Townsend & Kent, LLC 4Lunt Capital Management Inc. 3Platform Wealth Advisors 3

Questions

How many financial advisors does Athos Private Wealth LLC have in Holladay?

4 investment adviser representatives are registered at Athos Private Wealth LLC offices in Holladay, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Athos Private Wealth LLC one of the largest advisor employers in Holladay?

Athos Private Wealth LLC ranks number 7 in Holladay by registered advisors; Morgan Stanley has the most, with 23.

How do I check a Athos Private Wealth LLC advisor in Holladay?

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 Athos Private Wealth 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.