FIND A SUPERSTATE INC. FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at SUPERSTATE INC.
CRD#: 327562
Looking for a Financial Advisor at SUPERSTATE INC.?
We have compiled every financial advisor who works at SUPERSTATE INC. in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.
If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.
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 SUPERSTATE INC. Comes From
Understanding the Statistics for SUPERSTATE INC. and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
205 W. 28th Street 8th Floor, New York, NY 10001
Phone Number
(646) 360-4938
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at SUPERSTATE INC.
CB
Charles Douglas Bales
IAR
CRD#: 1897315
Location:
Eugene, OR
Company:
WHITEWATER WEALTH
Disclosures:
Experience:
37 years
Lea Smith Johnson
IAR
RR
CRD#: 3257455
Ryan Christopher Perry
IAR
CRD#: 4248079
Location:
Ontario, CA 91764
Company:
FALCON WEALTH PLANNING, INC.
Disclosures:
Experience:
25 years
Compare statistics for financial advisors here.
Review financial advisor disclosures here.
