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Financial ADVSR advisor directory · SEC adviser records

Sun Valley Advisory financial advisors in Scottsdale, AZ

Every SEC-registered investment adviser representative at a Sun Valley Advisory office in Scottsdale, A to Z.

The short answer

4 registered advisors work at Sun Valley Advisory in Scottsdale, out of 4 at the firm nationwide; it ranks number 90 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Sun Valley Advisory advisors in Scottsdale, A to Z

Every Sun Valley Advisory advisor →

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Other firms in Scottsdale

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Vanguard Advisers, Inc. 630Osaic Wealth, Inc. 291United Planners' Financial Services Of America A Limited Partner 154Wells Fargo Clearing Services, LLC 147Merrill Lynch, Pierce, Fenner & Smith Incorporated 135Morgan Stanley 127LPL Financial LLC 109Cetera Investment Advisers LLC 73Ameriprise Financial Services, LLC 69Strategic Advisers LLC 56MML Investors Services, LLC 50Equitable Advisors, LLC 49

Questions

How many financial advisors does Sun Valley Advisory have in Scottsdale?

4 investment adviser representatives are registered at Sun Valley Advisory offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Sun Valley Advisory one of the largest advisor employers in Scottsdale?

Sun Valley Advisory ranks number 90 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 630.

How do I check a Sun Valley Advisory advisor in Scottsdale?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sun Valley Advisory office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.