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Financial ADVSR advisor directory · SEC adviser records

Winthrop Wealth financial advisors in Bellevue, WA

Every SEC-registered investment adviser representative at a Winthrop Wealth office in Bellevue, A to Z.

3 registered advisors work at Winthrop Wealth in Bellevue, out of 28 at the firm nationwide; it ranks number 83 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Winthrop Wealth advisors in Bellevue, A to Z

Every Winthrop Wealth advisor →

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

Winthrop Wealth advisors in other cities

Boston, MA 18Scottsdale, AZ 2Denver, CO 1Framingham, MA 1Portland, ME 1Shoreline, WA 1Westborough, MA 1

Other firms in Bellevue

All Bellevue advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 91Coldstream Wealth Management 78Equitable Advisors, LLC 77UBS Financial Services Inc. 65Ameriprise Financial Services, LLC 52Morgan Stanley 48Strategic Advisers LLC 41Transamerica Financial Advisors, LLC 36LPL Financial LLC 34Charles Schwab & Co., Inc. 30Scs 29

Questions

How many financial advisors does Winthrop Wealth have in Bellevue?

3 investment adviser representatives are registered at Winthrop Wealth offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 28 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Winthrop Wealth one of the largest advisor employers in Bellevue?

Winthrop Wealth ranks number 83 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

How do I check a Winthrop Wealth advisor in Bellevue?

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 Winthrop Wealth 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.