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 |
|---|---|---|---|---|
MD Marcus Daniel DevitoHistorical record | Cetera Advisor Networks LLCFinancial professional | El SegundoCalifornia | Financial services | |
MD Maria Del Pilar DelacadenaHistorical record | Citigroup Global Markets Inc.Director | Beverly HillsCalifornia | Financial services | |
MS Mark Steven VandeburgtHistorical record | Wells Fargo Clearing Services, LLCFinancial Advisor, Senior Financial Advisor - Wealth Management, Senior Vice President - Investments | Westlake VillageCalifornia | Wealth management | |
MK Mary Kathryn MassoHistorical record | Morgan StanleyDirector, Vice President | Los AngelesCalifornia | Financial services | |
MJ Matan J. SteinHistorical record | Citigroup Global Markets Inc.Senior Vice President | Los AngelesCalifornia | Wealth management | |
MD Matthew Denis MulcahyHistorical record | Cetera Advisors LLCSales Marketing | El SegundoCalifornia | Financial services | |
MA Michael Angel SotoHistorical record | Cetera Advisor Networks LLCFinancial professional | El SegundoCalifornia | Financial services | |
MH Michael Henry MongielloHistorical record | SCF Securities, Inc.Financial professional | FresnoCalifornia | Financial services | |
MJ Michael Joseph ZenowitzHistorical record | Merrill Lynch, Pierce, Fenner & Smith IncorporatedPrivate Client Manager, Senior Vice President | Los AngelesCalifornia | Wealth management | |
MS Michael Scott PartnowHistorical record | Independent Financial Group, LLCAdvisor | San DiegoCalifornia | Wealth management | |
MS Michael Stephen AbeliHistorical record | Morgan StanleyExecutive Director | San DiegoCalifornia | Financial services | |
NA Nicholas Alexander MatayoshiHistorical record | Morgan StanleyFinancial Advisor, Workplace Advisor | San FranciscoCalifornia | Wealth management |
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