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ORINDA
73 Financial Advisors in ORINDA, CA
Registered investment advisors · SEC/FINRA data
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Joshua Edward Wyss
ASCEND CAPITAL LLC
·
ORINDA, CA
Investment Management · Retirement Planning · Wealth Management
CRD# 2929039
Arpan K Punyani
GARUDA VENTURES MANAGEMENT, LLC
·
ORINDA, CA
CRD# 5783499
Rudolph A Galera
VII PEAKS CAPITAL LLC
·
ORINDA, CA
Investment Management · Retirement Planning
CRD# 2487110
Lee Wilson Geiger
PENSERRA WEALTH MANAGEMENT LLC
·
ORINDA, CA
Financial Planning · Investment Management · Wealth Management
CRD# 1552293
Patrick Heining Lai
GREENOAKS CAPITAL PARTNERS LLC
·
ORINDA, CA
Retirement Planning
CRD# 3247946
Francis William Jump
AXA ROSENBERG INVESTMENT MANAGEMENT LLC
·
ORINDA, CA
Investment Management · Retirement Planning · Wealth Management
CRD# 1951276
Kathleen Marie Houssels
AXA ROSENBERG INVESTMENT MANAGEMENT LLC
·
ORINDA, CA
Investment Management · Retirement Planning · Wealth Management
CRD# 5656774
Kevin Arthur Quaresma
AXA ROSENBERG INVESTMENT MANAGEMENT LLC
·
ORINDA, CA
Investment Management · Retirement Planning · Wealth Management
CRD# 7357060
Benjamin Woodside Schrier
GREENOAKS CAPITAL PARTNERS LLC
·
ORINDA, CA
Retirement Planning
CRD# 7990717
Carlo Casulo
ASCEND CAPITAL LLC
·
ORINDA, CA
Investment Management · Retirement Planning · Wealth Management
CRD# 5224516
Denise Ntonta
AXA ROSENBERG INVESTMENT MANAGEMENT LLC
·
ORINDA, CA
Investment Management · Retirement Planning · Wealth Management
CRD# 6771579
Mary Howland Demler
AXA ROSENBERG INVESTMENT MANAGEMENT LLC
·
ORINDA, CA
Investment Management · Retirement Planning · Wealth Management
CRD# 6769645
Vincent Paul Ordonneau
AXA ROSENBERG INVESTMENT MANAGEMENT LLC
·
ORINDA, CA
Investment Management · Retirement Planning · Wealth Management
CRD# 5110063
Anthony Castelli
PENSERRA GLOBAL INVESTORS LLC
·
ORINDA, CA
Investment Management · Wealth Management · Fee-Only Advisory
CRD# 4409925
Benjamin Scott Peretz
GREENOAKS CAPITAL PARTNERS LLC
·
ORINDA, CA
Retirement Planning
CRD# 5355794
Chad Gardner
ENERGY INNOVATION CAPITAL MANAGEMENT, LLC
·
ORINDA, CA
CRD# 7527202
Jeremy Matthew Baskin
AXA ROSENBERG INVESTMENT MANAGEMENT LLC
·
ORINDA, CA
Investment Management · Retirement Planning · Wealth Management
CRD# 1634601
Kevin Skillern
ENERGY INNOVATION CAPITAL MANAGEMENT, LLC
·
ORINDA, CA
CRD# 6624480
Benjamin David Slavet
ASCEND CAPITAL LLC
·
ORINDA, CA
Investment Management · Retirement Planning · Wealth Management
CRD# 4272038
Bhavin B Shah
VII PEAKS CAPITAL LLC
·
ORINDA, CA
Investment Management · Retirement Planning
CRD# 2901012
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