Financial advisers in Bellaire, Texas
8 profiles with reported offices in Bellaire, Texas. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Elizabeth Soto-DelgadilloInvestment adviser representativeVerus Capital VenturesCRD 1697306
Marc SchindlerMember/Compliance OfficerPivot Point AdvisorsCRD 1830780- Robert RexfordPresident, Chief Compliance OfficerRexford CapitalCRD 1863055
Jason LederManaging Member/Chief Investment Officer/Chief Compliance OfficerLeder Fiduciary CapitalCRD 2384290- Michael KuznickiPresident & Chief Compliance OfficerMandalay FinancialCRD 2620970
Martin GremmManaging Member/CEO/CCOPivot Point AdvisorsCRD 4783786- Robert RexfordInvestment adviser representativeRexford CapitalCRD 6805987
- Marisa PontiInvestment adviser representativeMandalay FinancialCRD 7630861
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.