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1,507 advisors near
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Dennis M
Series 63, Series 65
West Palm Beach, FL
Melchior Investments LLC
Dennis Melchior is a financial advisor with Melchior Investments LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and having 50 years of industry experience. He has been with Melchior Investments LLC since 2013. The firm operates independently and serves clients through personalized financial advisory services.
James U
Series 65
Lake Worth Beach, FL
Elementum Capital
James Ulseth is a financial advisor at Elementum Capital with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Fire Capital Management, LLC and We Family Offices. Elementum Capital is an independent firm providing advisory services tailored to individual client needs.
William B
Series 63, Series 65
West Palm Beach, FL
Strategic Wealth Partners Inc.
William Boselli is a financial advisor with Strategic Wealth Partners Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Strategic Wealth Partners since 2011 and also associated with Sage Rutty & Company Inc. since 2008. Strategic Wealth Partners is an independent firm serving clients with personalized wealth management solutions.
Guy S
CFA®, Series 63, Series 65
Palm Beach Gardens, FL
Stamberger Capital Management, LLC
Guy Stamberger is a CFA® charterholder and registered investment advisor with 16 years of industry experience. He has been the principal of Stamberger Capital Management, LLC since 2009. The firm provides investment advisory and financial planning services primarily to individuals and small organizations. Stamberger Capital Management focuses on a goals-oriented, long-term portfolio management approach with periodic account reviews and risk documentation, managing approximately $76.8 million in assets across 21 clients.
Michael G
CFP®, Series 63, Series 66
Boynton Beach, FL
Greenberg Financial Group
Michael Greenberg is a CFP® with 28 years of experience in the financial services industry. He is the principal advisor at Greenberg Financial Group, an independent firm based in Boynton Beach, FL, where he has worked since 2000. Outside of his advisory work, he is a partner in a retail business specializing in general merchandise including jewelry, toys, and garden ornaments. Greenberg Financial Group serves individual clients with a focus on personalized financial planning and investment strategies.
Tucker S
Series 65
West Palm Beach, FL
Riverside Wealth Management, Inc.
Tucker Smith is a financial advisor at Riverside Wealth Management, Inc. based in West Palm Beach, FL. He holds a Series 65 designation and began his career in the financial industry in 2023 with prior experience at Brown Brothers Harriman & Co. Outside of finance, he is employed in a non-managerial position at LaRosa's Italian Café & Bar. Riverside Wealth Management, Inc. is a small firm with two advisors that provides supported financial advisory services.
Karla P
Series 65
West Palm Beach, FL
Riverside Wealth Management, Inc.
Karla Pippins is a financial advisor with Riverside Wealth Management, Inc. in West Palm Beach, FL, holding a Series 65 designation and 19 years of industry experience. She has been with Riverside Wealth Management since 2006. In addition to her advisory work, she consults on strategic financial, personnel, and employment benefits matters for Persimmon Technologies, Corporation. Riverside Wealth Management serves clients with personalized wealth management strategies and provides supported advisory services through a small team.
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1,507 advisors near
33413
within the area shown on the map
Out of 400,000+ nationwide