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Financial ADVSR advisor directory · SEC adviser records

Sagevest Wealth Management financial advisors in McLean, VA

Every SEC-registered investment adviser representative at a Sagevest Wealth Management office in McLean, A to Z.

The short answer

4 registered advisors work at Sagevest Wealth Management in McLean, out of 4 at the firm nationwide; it ranks number 28 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Sagevest Wealth Management advisors in McLean, A to Z

Every Sagevest Wealth Management advisor →

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

Other firms in McLean

All McLean advisors →

Wells Fargo Clearing Services, LLC 124Morgan Stanley 78Cassaday & Company, Inc. 43MML Investors Services, LLC 28Ameriprise Financial Services, LLC 22Truist Advisory Services, Inc. 22Range Advisory, LLC 19Concurrent Investment Advisors, LLC 18UBS Financial Services Inc. 18Bogart Wealth, LLC 16West Financial Services, Inc. 13Cetera Investment Advisers LLC 12

Questions

How many financial advisors does Sagevest Wealth Management have in McLean?

4 investment adviser representatives are registered at Sagevest Wealth Management offices in McLean, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Sagevest Wealth Management one of the largest advisor employers in McLean?

Sagevest Wealth Management ranks number 28 in McLean by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 124.

How do I check a Sagevest Wealth Management advisor in McLean?

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 Sagevest Wealth Management 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.