Wealth Management Providers
Explore professional profiles.
Search by name, location, firm, or practice focus. Historical records and researched profiles are clearly labeled.
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
RY Roman YakubovHistorical record | Citigroup Global Markets Inc.Financial professional | TampaFlorida | Financial services | |
RM Ronald Michael GellmannHistorical record | Wells Fargo Clearing Services, LLCFinancial Advisor | Boca RatonFlorida | Wealth management | |
RV Ronald Vincent CantalupoHistorical record | PHX Financial, Inc.Financial professional | Fort LauderdaleFlorida | Financial services | |
RP Rony PoratHistorical record | IDB Capital Corp.Senior Vice President | MiamiFlorida | Financial services | |
RI Rosa Ines CabaHistorical record | Merrill Lynch, Pierce, Fenner & Smith IncorporatedBank Advisor | BrandonFlorida | Wealth management | |
RE Ross Evan FeigenHistorical record | RBC Capital Markets, LLCFinancial Advisor, Portfolio Manager, Senior Vice President | Boca RatonFlorida | Portfolio management | |
RA Russell Alan GanzHistorical record | Morgan StanleyDirector - Alternative Investments, Family Wealth Director, Financial Advisor, Managing Director, Portfolio Management Director, Senior Portfolio Manager | Boca RatonFlorida | Portfolio management | |
RP Ryan Patrick LynchHistorical record | UBS Financial Services Inc.Financial Advisor | SarasotaFlorida | Wealth management | |
SA Samantha Ann LevinHistorical record | Citigroup Global Markets Inc.Financial professional | JacksonvilleFlorida | Financial services | |
SB Sarah Bernette MarlowHistorical record | Janney Montgomery Scott LLCSenior Private Client Associate | Boca RatonFlorida | Financial services | |
SA Scott Alan TankerHistorical record | Peak Brokerage Services, LLCFinancial professional | JupiterFlorida | Financial services | |
SE Scott Eric TonnesenHistorical record | Morgan StanleyFinancial Advisor, Senior Vice President - Wealth Management | SarasotaFlorida | Wealth management |
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