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Financial ADVSR advisor directory · SEC adviser records

Interwise financial advisors in Holladay, UT

Every SEC-registered investment adviser representative at a Interwise office in Holladay, A to Z.

5 registered advisors work at Interwise in Holladay, out of 5 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Interwise advisors in Holladay, A to Z

Every Interwise advisor →

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

Other firms in Holladay

All Holladay advisors →

Wells Fargo Clearing Services, LLC 26Morgan Stanley 23Raymond James Financial Services Advisors, Inc. 14Stratos Wealth Partners, Ltd. 11Strategic Advisers LLC 9Platform Wealth Advisors 8Hornor, Townsend & Kent, LLC 5Athos Private Wealth LLC 4LPL Financial LLC 3Lunt Capital Management Inc. 3

Questions

How many financial advisors does Interwise have in Holladay?

5 investment adviser representatives are registered at Interwise offices in Holladay, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Interwise one of the largest advisor employers in Holladay?

Interwise ranks number 8 in Holladay by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 26.

How do I check a Interwise 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 Interwise 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.