Adviseme National Advisors

Adviseme National Advisors (CRD# 141129) is a financial advisory firm headquartered in Cleveland, OH. They manage $152,523,000 in 2,680 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    2,680
    ACCOUNTS
  • Average Account Value
    $56,912
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, OH, PR, TX, WI

Financial Advisors at Adviseme National Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Brandon L. Dunn
CRD#: 4209580
28601 Chagrin Blvd., Suite 550, Cleveland, OH 44122
93
Wealthminder
score

Brandon Dunn (CRD# 4209580) is an Investment Advisor Representative working at Adviseme National Advisors in Cleveland, OH and has over 17 years of experience in the finance industry.

2
Daniel S. Watson
CRD#: 4800189
35 Brendan Way, Suite D, Greenville, SC 29615
93
Wealthminder
score

Daniel Watson (CRD# 4800189) is an Investment Advisor Representative working at Adviseme National Advisors in Greenville, SC and has over 13 years of experience in the finance industry.

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