Constellation Wealth Advisors

Constellation Wealth Advisors (CRD# 147253) is a financial advisory firm headquartered in Cincinnati, OH. They manage $3,047,335,087 in 1,975 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,047
    MILLION
  • Total Number of Accounts
    1,975
    ACCOUNTS
  • Average Account Value
    $1,542,954
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, IN, KY, LA, MA, OH, PA, TN, TX

Financial Advisors at Constellation Wealth Advisors
Showing 1 - 10 of 18 top financial advisors.
1
Jacob M. Geglein
CRD#: 5494455
255 East Fifth St., Suite 3000, Cincinnati, OH 45202

Jacob Geglein (CRD# 5494455) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has over 12 years of experience in the finance industry.

2
James J. Hayes
CRD#: 5631594
255 East Fifth St., Suite 3000, Cincinnati, OH 45202

James Hayes (CRD# 5631594) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has over 14 years of experience in the finance industry.

3
Patrick A. Lafley
CRD#: 5529414
255 East Fifth St., Suite 3000, Cincinnati, OH 45202

Patrick Lafley (CRD# 5529414) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has over 12 years of experience in the finance industry.

4
Adam D. Morton
CRD#: 6355680
255 East Fifth St., Suite 3000, Cincinnati, OH 45202

Adam Morton (CRD# 6355680) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has 1 year of experience in the finance industry.

5
Nicholas C. Reilly
CRD#: 5082712
255 East Fifth St., Suite 3000, Cincinnati, OH 45202

Nicholas Reilly (CRD# 5082712) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has over 16 years of experience in the finance industry.

6
Cheryl N. Rose
CRD#: 2215094
255 East Fifth St., Suite 3000, Cincinnati, OH 45202

Cheryl Rose (CRD# 2215094) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has over 28 years of experience in the finance industry.

7
Emily B. Rose
CRD#: 6435633
255 East Fifth St., Suite 3000, Cincinnati, OH 45202

Emily Rose (CRD# 6435633) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has 1 year of experience in the finance industry.

8
Donna S. Sterwerf
CRD#: 4028787
255 East Fifth St., Suite 3000, Cincinnati, OH 45202

Donna Sterwerf (CRD# 4028787) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has over 21 years of experience in the finance industry.

9
Kevin B. Thomas
CRD#: 6764399
255 East Fifth St., Suite 3000, Cincinnati, OH 45202

Kevin Thomas (CRD# 6764399) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has 1 year of experience in the finance industry.

10
Terrence M. Veith
CRD#: 4756283
255 East Fifth St., Suite 3000, Cincinnati, OH 45202

Terrence Veith (CRD# 4756283) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has over 19 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.