Financial advisers in Santa Rosa, California
7 profiles with reported offices in Santa Rosa, California. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Yvonne MadsonFounderMadson Wealth AdvisorsCRD 4166833
- Deborah HurwiczInvestment adviser representativeMadson Wealth AdvisorsCRD 4275368
- Matthew DelaneyManaging Member, Chief Compliance OfficerJDH Wealth ManagementCRD 4691572
- Andrew RappoltInvestment adviser representativeAtlas Private Wealth AdvisorsCRD 5041070
Mark LeavittCCO, Principal, Trustee of the 2000 Leavitt Family Revocable Living Trust Ua Oct 10, 2000 Mark G Or Raylene Leavitt TRSEnspire Wealth ManagementCRD 5627143- Maxwell MadsonChief Executive Officer, Chief Compliance Officer & PrincipalMadson Wealth AdvisorsCRD 6429368
- Sarah SolimanInvestment adviser representativeFirst Affirmative Financial NetworkCRD 8091157
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.