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Financial ADVSR advisor directory · SEC adviser records

Vandalia Wealth financial advisors in Charleston, WV

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

The short answer

7 registered advisors work at Vandalia Wealth in Charleston, out of 11 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Vandalia Wealth advisors in Charleston, A to Z

Every Vandalia Wealth advisor →

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

Vandalia Wealth advisors in other cities

Beckley, WV 2Asheville, NC 1Greenville, NC 1

Other firms in Charleston

All Charleston advisors →

Morgan Stanley 28Ameriprise Financial Services, LLC 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Truist Advisory Services, Inc. 15Wells Fargo Clearing Services, LLC 11Axxcess Wealth Management, LLC 5Equitable Advisors, LLC 5Focus Partners Wealth, LLC 5Ntv Asset Management, LLC 5Janney Montgomery Scott LLC 4McKinley Carter Wealth Services, Inc. 4Wealth Enhancement Advisory Services, LLC 4

Questions

How many financial advisors does Vandalia Wealth have in Charleston?

7 investment adviser representatives are registered at Vandalia Wealth offices in Charleston, West Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Vandalia Wealth one of the largest advisor employers in Charleston?

Vandalia Wealth ranks number 6 in Charleston by registered advisors; Morgan Stanley has the most, with 28.

How do I check a Vandalia Wealth advisor in Charleston?

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 Vandalia 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.