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Financial ADVSR advisor directory · SEC adviser records

Agate Pass Investment, LLC financial advisors in Bainbridge Island, WA

Every SEC-registered investment adviser representative at a Agate Pass Investment, LLC office in Bainbridge Island, A to Z.

The short answer

4 registered advisors work at Agate Pass Investment, LLC in Bainbridge Island, out of 4 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Agate Pass Investment, LLC advisors in Bainbridge Island, A to Z

Every Agate Pass Investment, LLC advisor →

Agate Pass Investment, LLC advisors in every city and state →Agate Pass Investment, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Bainbridge Island

All Bainbridge Island advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Hidden Cove Wealth Management 6RBC Capital Markets, LLC 6Edward Jones 4

Questions

How many financial advisors does Agate Pass Investment, LLC have in Bainbridge Island?

4 investment adviser representatives are registered at Agate Pass Investment, LLC offices in Bainbridge Island, Washington, 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 Agate Pass Investment, LLC one of the largest advisor employers in Bainbridge Island?

Agate Pass Investment, LLC ranks number 4 in Bainbridge Island by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 8.

How do I check a Agate Pass Investment, LLC advisor in Bainbridge Island?

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 Agate Pass Investment, 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.