Broadway Wealth Solutions

Broadway Wealth Solutions (CRD# 291753) is a financial advisory firm headquartered in San Antonio, TX. They manage $250,774,350 in 1,103 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1177 N.e. Loop 410, 5th Floor, San Antonio, TX 78209
https://broadway.bank/
By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    1,103
    ACCOUNTS
  • Average Account Value
    $227,357
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Broadway Wealth Solutions
Showing 1 - 7 of 7 top financial advisors.
1
Khristene Cano, financial advisor San Antonio TX
Khristene A. Cano
CRD#: 5453720
1177 N.e. Loop 410, 5th Floor, San Antonio, TX 78209

Khristene Cano (CRD# 5453720) is an Investment Advisor Representative working at Broadway Wealth Solutions in San Antonio, TX and has over 15 years of experience in the finance industry.

2
Christian Escamilla, financial advisor San Antonio TX
Christian R. Escamilla
CRD#: 4630892
1177 N.e. Loop 410, 5th Floor, San Antonio, TX 78209

Christian Escamilla (CRD# 4630892) is an Investment Advisor Representative working at Broadway Wealth Solutions in San Antonio, TX and has over 21 years of experience in the finance industry.

3
Thomas Wright, financial advisor San Antonio TX
Thomas J. Wright
CRD#: 6697873
1177 N.e. Loop 410, 5th Floor, San Antonio, TX 78209

Thomas Wright (CRD# 6697873) is an Investment Advisor Representative working at Broadway Wealth Solutions in San Antonio, TX and has over 7 years of experience in the finance industry.

4
Carlos Castorena, financial advisor San Antonio TX
Carlos G. Castorena
CRD#: 7238657
1177 N.e. Loop 410, 5th Floor, San Antonio, TX 78209

Carlos Castorena (CRD# 7238657) is an Investment Advisor Representative working at Broadway Wealth Solutions in San Antonio, TX and has 1 year of experience in the finance industry.

5
Gloria Cisneros, financial advisor San Antonio TX
Gloria Cisneros
CRD#: 7349916
1177 N.e. Loop 410, 5th Floor, San Antonio, TX 78209

Gloria Cisneros (CRD# 7349916) is an Investment Advisor Representative working at Broadway Wealth Solutions in San Antonio, TX and has over 3 years of experience in the finance industry.

6
Paul Figueroa, financial advisor San Antonio TX
Paul A. Figueroa
CRD#: 7740086
1177 N.e. Loop 410, 5th Floor, San Antonio, TX 78209

Paul Figueroa (CRD# 7740086) is an Investment Advisor Representative working at Broadway Wealth Solutions in San Antonio, TX and has 1 year of experience in the finance industry.

7
Nicole Lopez, financial advisor San Antonio TX
Nicole A. Lopez
CRD#: 7405690
1177 N.e. Loop 410, 5th Floor, San Antonio, TX 78209

Nicole Lopez (CRD# 7405690) is an Investment Advisor Representative working at Broadway Wealth Solutions in San Antonio, TX and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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