FIND A 1776 WEALTH ARCHITECTS, LLC FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at 1776 WEALTH ARCHITECTS, LLC
CRD#: 283367
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for 1776 WEALTH ARCHITECTS, LLC Comes From
Understanding the Statistics for 1776 WEALTH ARCHITECTS, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
850 Nw Federal Highway Suite 446, Stuart, FL 34994-1019
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at 1776 WEALTH ARCHITECTS, LLC
Marshall Lee Rosen
IAR
RR
CRD#: 1505725
Location:
Fort Lauderdale, FL 33309
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
39 years
Kyle Chandler
IAR
RR
CRD#: 6946539
Location:
Vancouver, WA 98684
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
7 years
JF
James Luke Flanagan
IAR
RR
CRD#: 1812317
Location:
Downers Grove, IL 60515
Company:
INDEPENDENT FINANCIAL GROUP, LLC
Disclosures:
Experience:
37 years
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