15 financial advisors & firms and 3 insurance agents verified near Santa FE, NM โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท Santa FE, NM 87505 ยท Registered investment adviser
CRD 114229 ยท verify at the regulator
RIA firm ยท Santa FE, NM 87505 ยท Registered investment adviser ยท $379M AUM
CRD 151477 ยท verify at the regulator
RIA firm ยท Santa FE, NM 87505 ยท Registered investment adviser ยท $182M AUM
CRD 170002 ยท verify at the regulator
RIA firm ยท Santa FE, NM 87505 ยท Registered investment adviser ยท $19M AUM
CRD 194517 ยท verify at the regulator
RIA firm ยท Santa FE, NM 87505 ยท Registered investment adviser ยท $6M AUM
CRD 293842 ยท verify at the regulator
RIA firm ยท Santa FE, NM 87505 ยท Registered investment adviser ยท $130M AUM
CRD 316907 ยท verify at the regulator
Advisor ยท Morgan Stanley ยท Santa Fe, NM ยท Wealth management, Santa Fe
Advisor ยท Morgan Stanley ยท Santa Fe, NM ยท Wealth management, Santa Fe
Advisor ยท Morgan Stanley ยท Santa Fe, NM ยท Wealth management, Santa Fe
Advisor ยท Morgan Stanley ยท Santa Fe, NM ยท Wealth management, Santa Fe
RIA firm ยท Santa FE, NM 87501 ยท Registered investment adviser ยท $101M AUM
CRD 119180 ยท verify at the regulator
RIA firm ยท Santa FE, NM 87501 ยท Registered investment adviser ยท $151M AUM
CRD 164970 ยท verify at the regulator
RIA firm ยท Santa FE, NM 87501 ยท Registered investment adviser ยท $116M AUM
CRD 170872 ยท verify at the regulator
RIA firm ยท Santa FE, NM 87501 ยท Registered investment adviser ยท $244M AUM
CRD 310982 ยท verify at the regulator
RIA firm ยท Santa FE, NM 87506 ยท Registered investment adviser ยท $54.5B AUM
CRD 106357 ยท verify at the regulator
Insurance ยท State Farm ยท Santa Fe, NM 87501 ยท Home, auto, life in Santa Fe
Insurance ยท State Farm ยท Santa Fe, NM 87501 ยท Home, auto, life in Santa Fe
Insurance ยท State Farm ยท Santa Fe, NM 87501 ยท Home, auto, life in Santa Fe
Verified advisors and insurance agents in the places closest to Santa FE, NM.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing โ always confirm licensure directly with the regulator.