california Date: 12-24-2025

Top 8 Financial Advisors in Carmel-by-the-Sea, CA

	Financial Advisor	Address
1	♠ David Stewart - UBS Financial Services Inc.	200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923
2	♠ Thomas Gaspich - UBS Financial Services Inc.	200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923
3	♠ Allied Wealth Management LLC	200 Clock Tower Pl a102, Carmel-By-The-Sea, CA 93923
4	♠ WaveCrest Wealth Management	SAN CARLOS, 2 SE OF 13TH, Carmel-By-The-Sea, CA 93921
5	♠ Merrill Investment & Retirement Financial Center	3640 Rio Rd, Carmel-By-The-Sea, CA 93923
6	♠ Thomas Pelino, CFA, CRPS - UBS Financial Services Inc.	200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923
7	♠ Bleeck Financial Management	7th and, San Carlos St, Carmel-By-The-Sea, CA 93921
8	♠ Leslie Kanis - Kal Financial	200 Clock Tower Pl Suite A100, Carmel-By-The-Sea, CA 93923

1.David Stewart - UBS Financial Services Inc.

Address: 200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923

2.Thomas Gaspich - UBS Financial Services Inc.

Address: 200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923

3.Allied Wealth Management LLC

Address: 200 Clock Tower Pl a102, Carmel-By-The-Sea, CA 93923

4.WaveCrest Wealth Management

Address: SAN CARLOS, 2 SE OF 13TH, Carmel-By-The-Sea, CA 93921

5.Merrill Investment & Retirement Financial Center

Address: 3640 Rio Rd, Carmel-By-The-Sea, CA 93923

6.Thomas Pelino, CFA, CRPS - UBS Financial Services Inc.

Address: 200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923

7.Bleeck Financial Management

Address: 7th and, San Carlos St, Carmel-By-The-Sea, CA 93921

8.Leslie Kanis - Kal Financial

Address: 200 Clock Tower Pl Suite A100, Carmel-By-The-Sea, CA 93923

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