Wealthwise
Marketing BrandMOUNT KISCO, NY
Supervisory office: 300 Corporate Parkway Suite 216N, Amherst, NY 14226, 716-852-1321 WealthWise Financial Services is not a subsidiary or affiliate of MML ...
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
Source: SEC Form ADV filings and FINRA BrokerCheck
Brand Information
Advisors Under This Brand(1)
These advisors use the Wealthwise brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.