Financial advisers in Santa Fe, New Mexico
16 profiles with reported offices in Santa Fe, New Mexico. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- William JobesInvestment adviser representativeLive Oak Wealth Advisory GroupCRD 258753
- Christopher RyonDirectorCity Different HoldingsCRD 1566540
- David RisserInvestment adviser representativeAltamira Financial GroupCRD 1634106
- Kerry LeeManaging Member, CCOAltamira Financial GroupCRD 2688537
David KantorPartnerSanta Fe AdvisorsCRD 2714486
Kristina AlleyChief Compliance Officer & PartnerSanta Fe AdvisorsCRD 2908861
Johann KlaassenPresident/President/Principal Shareholder/Chief Compliance OfficerHorizons Sustainable Financial ServicesCRD 4280579- Connor BrowneChief Executive Officer, DirectorCity Different HoldingsCRD 4441922
Gregory MyersPartnerFinancial PartnersCRD 4625574- Gonzalo RufattInvestment adviser representativeAltamira Financial GroupCRD 4686876
- Michelle NowfelInvestment adviser representativeCity Different HoldingsCRD 4810002
- Robert MacdonaldInvestment adviser representativeCity Different HoldingsCRD 5387458
Peter MurphyManaging MemberFinancial PartnersCRD 5427375
Silas PetersonChief Compliance Officer & PartnerFinancial PartnersCRD 7531354- Valeria Cera PrimeroInvestment adviser representativeHorizons Sustainable Financial ServicesCRD 7941824
Prisma AveryInvestment adviser representativeHorizons Sustainable Financial ServicesCRD 8027119
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.