Financial advisers in Saratoga, California

3 profiles with reported offices in Saratoga, California. Explore advisers’ roles, firms and public regulatory records.

Adviser profiles

Charles McAteerInvestment adviser representativeAria Wealth ManagementCRD 2667877
Elizabeth LunaVice President & Managing DirectorAria Wealth ManagementCRD 5198499
Lawrence PizzellaChief Compliance Officer, CEO & Managing DirectorAria Wealth ManagementCRD 6616698

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.