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Publication of Financial Periodicals Advisors in San Francisco, California
849 Results
Unclaimed

Cerity Partners LLC | CFP ® (Certifications)

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Aaron Waxman is a financial advisor at Cerity Partners LLC, based in San Francisco, CA. Aaron has been working in the financial industry since May 2010. Aaron is registered with the state of California as an Investment Advisor Representative. Aaron is a Certified Financial Planner and has been in the financial industry for over 13 years. Aaron is also a member of the Board of Managers at G2 Insurance Services, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Epiq Capital Group, LLC

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Aaron Brailov is an Investment Advisor Representative with Epiq Capital Group, LLC, and has been registered with the state of California since July 2021. Aaron has a Series 65 license and the Securities Industry Essentials (SIE) exam. Aaron has experience in the financial industry and has previously worked at RMB Capital, Camping World, Dick's Sporting Goods, and the University of Iowa. Aaron holds a Bachelor of Arts degree in Economics from the University of Iowa.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Iconiq Capital, LLC

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Adam Battat is a registered Investment Advisor Representative with Iconiq Capital, LLC. Adam is a Series 65 licensed individual with experience in Portfolio Management for Private Foundations, Individuals, and Pooled Investment Vehicles. Adam has been in the industry since 2020 and has worked for various organizations, including Bingham, Osborn & Scarborough, LLC, Chapman University, and TSG Wealth Management.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
PORTFOLIO MANAGMENT FOR PRIVATE FOUNDATIONS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Rutherford Investment Management

location

San Francisco, CA

0 Disclosures

ADVISOR BIO

Adam Brzeczek is an Investment Advisor Representative at Rutherford Investment Management. Adam has been in the financial industry since 2016 and has a Series 63, Series 65, Series 79 and SIE license. Adam also has a background in business and is a co-founder and co-CEO of Aestuary, Inc. Adam's experience and expertise allow him to provide a wide range of investment services to individuals, families, and businesses.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

SAN FRANCISCO, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Adam White is a financial advisor with Robert W. Baird & Co. Inc. with over 10 years of experience in the industry. Adam holds Series 6, 7, 63, and 66 licenses and the SIE exam. Adam's previous experience includes Eaton Vance Distributors, Inc and Eaton Vance Management. Adam White is registered in 30 states and is an active advisor in California and Massachusetts. Adam White's primary office location is in San Francisco, California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Iconiq Capital, LLC | CFP ® (Certifications)

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Adam Durfee is a financial advisor with over 10 years of experience in the industry. Adam is registered with Iconiq Capital, LLC and is a Certified Financial Planner. Adam specializes in working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Adam has a deep understanding of the financial markets and a commitment to providing clients with personalized advice and service.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
PORTFOLIO MANAGMENT FOR PRIVATE FOUNDATIONS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Aquilo Capital Management, LLC

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Adam Bristol is an investment advisor representative with Aquilo Capital Management, LLC in San Francisco, California. Adam has been in the industry since 2010 and is registered with the state of California. Adam has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, and the Investment Banking Registered Representative Examination. Prior to joining Aquilo Capital Management, LLC, Adam worked at Aquilo Partners, L.P. Adam is also a licensed securities agent for Aquilo Partners, L.P. Adam has experience in the financial services industry and is qualified to provide investment advice to individuals and institutions. Adam has also been involved in the formation of a privately managed fund.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC

location

San Francisco, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Aidan Reed Rodriguez is an investment advisor representative who has been active in the industry since May 3, 2019. Aidan is currently registered with Blackrock Investment Management, LLC. Prior to joining Blackrock Investment Management, LLC, Aidan worked at Morgan Stanley and AXA Advisors, LLC. Aidan holds the Series 66, SIE and Series 7 licenses. Aidan specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

SAN FRANCISCO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Aimee Hazelwood is an active broker and investment advisor registered with RBC Capital Markets, LLC. Aimee has over 7 years of experience in the financial services industry. Aimee is registered with the state of California as both a broker and an investment advisor, and is also registered as a broker in Texas. Prior to joining RBC Capital Markets, LLC, Aimee was registered with FIRST REPUBLIC SECURITIES COMPANY, LLC and held a variety of roles in the financial services industry, including positions at First Republic Investment Management, Inc., Merrill Lynch, Pierce, Fenner & Smith, and Warp Mechanics. Aimee is qualified to offer a wide range of investment products and services to individuals and businesses, including investment advisory services, portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Snyder Capital Management LP

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Alan Barry Snyder is an investment advisor representative currently associated with Snyder Capital Management LP. Alan has been registered as an investment advisor representative in the state of California since 1997. Alan has passed the Series 63, Series 65, and Series 2 examinations. Snyder Capital Management LP has offices in San Francisco, California.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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