Financial ADVSR advisor directory · SEC adviser records
Aerie Advisory Group LLC financial advisors in Gig Harbor, WA
Every SEC-registered investment adviser representative at a Aerie Advisory Group LLC office in Gig Harbor, A to Z.
The short answer
4 registered advisors work at Aerie Advisory Group LLC in Gig Harbor, out of 4 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Aerie Advisory Group LLC advisors in Gig Harbor, A to Z
Every Aerie Advisory Group LLC advisor →- Roman G. BrentInvestment adviser rep
- Sharon L. CooperInvestment adviser rep
- Holly F. D'AnnunzioChartered Financial Analyst
- Brian A. PiersonCertified Financial Planner
Aerie Advisory Group LLC advisors in every city and state →Aerie Advisory Group LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Gig Harbor
All Gig Harbor advisors →Edward Jones 12Integrated Wealth Concepts LLC 11LPL Financial LLC 11Lighthouse Wealth Strategies, LLC 10Morgan Stanley 10Fortitude Advisory Group L.L.C. 8Raymond James Financial Services Advisors, Inc. 6Sowell Management 6Cetera Investment Advisers LLC 5Abraham & Co., Inc. 4Commonwealth Financial Network 4Thrivent Investment Management Inc. 4
Questions
How many financial advisors does Aerie Advisory Group LLC have in Gig Harbor?
4 investment adviser representatives are registered at Aerie Advisory Group LLC offices in Gig Harbor, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Aerie Advisory Group LLC one of the largest advisor employers in Gig Harbor?
Aerie Advisory Group LLC ranks number 11 in Gig Harbor by registered advisors; Edward Jones has the most, with 12.
How do I check a Aerie Advisory Group LLC advisor in Gig Harbor?
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 Aerie Advisory Group 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.