Guggenheim Investments

Guggenheim Investments (CRD# 105477) is a financial advisory firm headquartered in New York, NY. They manage $30,032,332,259 in 165 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    30,032
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $182,014,135
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Guggenheim Investments
Showing 1 - 10 of 77 top financial advisors.
1
David S. Ahern
CRD#: 2792588
330 Madison Avenue, 10th Floor, New York, NY 10017
93
Wealthminder
score

David Ahern (CRD# 2792588) is an Investment Advisor Representative working at Guggenheim Investments in New York, NY and has over 8 years of experience in the finance industry.

2
William F. Blattner
CRD#: 4822516
330 Madison Avenue, 10th Floor, New York, NY 10017
93
Wealthminder
score

William Blattner (CRD# 4822516) is an Investment Advisor Representative working at Guggenheim Investments in New York, NY and has over 12 years of experience in the finance industry.

3
Jonathan E. Boring
CRD#: 2259707
Marietta, GA
93
Wealthminder
score

Jonathan Boring (CRD# 2259707) is an Investment Advisor Representative working at Guggenheim Investments in Marietta, GA and has over 24 years of experience in the finance industry.

4
Christopher G. Bradley
CRD#: 2347582
330 Madison Avenue, 10th Floor, New York, NY 10017
93
Wealthminder
score

Christopher Bradley (CRD# 2347582) is an Investment Advisor Representative working at Guggenheim Investments in New York, NY and has over 20 years of experience in the finance industry.

5
Matthew V. Buccigrosso
CRD#: 5216820
227 West Monroe, Chicago, IL 60606
93
Wealthminder
score

Matthew Buccigrosso (CRD# 5216820) is an Investment Advisor Representative working at Guggenheim Investments in Chicago, IL and has over 9 years of experience in the finance industry.

6
Robert J. Capobianco
CRD#: 5015224
New Fairfield, CT
93
Wealthminder
score

Robert Capobianco (CRD# 5015224) is an Investment Advisor Representative working at Guggenheim Investments in New Fairfield, CT and has over 10 years of experience in the finance industry.

7
Brian K. Carlisle
CRD#: 4533421
Columbus, OH
93
Wealthminder
score

Brian Carlisle (CRD# 4533421) is an Investment Advisor Representative working at Guggenheim Investments in Columbus, OH and has over 14 years of experience in the finance industry.

8
John F. Chisholm
CRD#: 2820356
330 Madison Avenue, 10th Floor, New York, NY 10017
93
Wealthminder
score

John Chisholm (CRD# 2820356) is an Investment Advisor Representative working at Guggenheim Investments in New York, NY and has over 19 years of experience in the finance industry.

9
Christopher M. Clegg
CRD#: 4436521
330 Madison Avenue, 10th Floor, New York, NY 10017
93
Wealthminder
score

Christopher Clegg (CRD# 4436521) is an Investment Advisor Representative working at Guggenheim Investments in New York, NY and has over 15 years of experience in the finance industry.

10
Christopher Z. Cosantino
CRD#: 4966779
Westfield, IN
93
Wealthminder
score

Christopher Cosantino (CRD# 4966779) is an Investment Advisor Representative working at Guggenheim Investments in Westfield, IN and has over 11 years of experience in the finance industry.

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