Financial ADVSR advisor directory · SEC adviser records
Gratus Wealth Advisors LLC financial advisors in Virginia Beach, VA
Every SEC-registered investment adviser representative at a Gratus Wealth Advisors LLC office in Virginia Beach, A to Z.
The short answer
5 registered advisors work at Gratus Wealth Advisors LLC in Virginia Beach, out of 5 at the firm nationwide; it ranks number 24 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.
Gratus Wealth Advisors LLC advisors in Virginia Beach, A to Z
Every Gratus Wealth Advisors LLC advisor →- Dorothy P. MannixAlso a broker rep
- Cheri D. PostonCertified Financial Planner
- Cline E. ReasorCertified Financial Planner · Also a broker rep
- Gerald L. SullivanInvestment adviser rep
- Lori A. TamayoCertified Financial Planner · Also a broker rep
Gratus Wealth Advisors LLC advisors in every city and state →Gratus Wealth Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Virginia Beach
All Virginia Beach advisors →LPL Financial LLC 33Wells Fargo Clearing Services, LLC 30Davenport & Company LLC 29MML Investors Services, LLC 29Merrill Lynch, Pierce, Fenner & Smith Incorporated 29Ameriprise Financial Services, LLC 26Raymond James Financial Services Advisors, Inc. 26Morgan Stanley 22Raymond James & Associates, Inc. 21Cambridge Investment Research Advisors, Inc. 20Strategic Advisers LLC 20Edward Jones 18
Questions
How many financial advisors does Gratus Wealth Advisors LLC have in Virginia Beach?
5 investment adviser representatives are registered at Gratus Wealth Advisors LLC offices in Virginia Beach, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Is Gratus Wealth Advisors LLC one of the largest advisor employers in Virginia Beach?
Gratus Wealth Advisors LLC ranks number 24 in Virginia Beach by registered advisors; LPL Financial LLC has the most, with 33.
How do I check a Gratus Wealth Advisors LLC advisor in Virginia Beach?
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 Gratus Wealth Advisors 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.