Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Gilroy, CA
Every SEC-registered investment adviser representative at a firm office in Gilroy, with the firms that employ the most of them.
21 registered advisors work in Gilroy; the most are at Edward Jones (3). 0 list the CFP designation and 18 are also registered broker representatives.
Firms with the most advisors in Gilroy
Advisors in Gilroy, A to Z
Search all of California →- Alfredo E. AlgaratetamayoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cody A. BeaumontHfg Advisors, Inc. · Certified Financial Planner
- Ignacio R. CenicerosJ.P. Morgan Securities LLC
- Larry A. ChavezCreative Financial Designs, Inc.
- Gregory O. De CastroJ.P. Morgan Securities LLC
- Kristi B. EllingtonLPL Financial LLC
- Lukas T. FortinoEdward Jones
- Robert T. FortinoEdward Jones
- Michael J. GarberMichael Garber Financial Planning · Certified Financial Planner
- Michael H. GraefCreative Financial Designs, Inc. · Certified Financial Planner
- Maylin LemaStrategic Advisers LLC · Certified Financial Planner
- Christopher D. LooAmeriprise Financial Services, LLC
- David W. MatzingerState Farm Investment Management Corp.
- Audoro Mellin Jr.Wells Fargo Clearing Services, LLC
- Thomas C. MontoyaHornor, Townsend & Kent, LLC
- Elizabeth MurilloEdward Jones
- Kristina C. SabbatiniLegacy Wealth Management, LLC
- Trey SolomonStrategic Advisers LLC
- Marika SomorjaiCambridge Investment Research Advisors, Inc.
- Karl James N. ThoeniLPL Financial LLC
- Bang K. TranMerrill Lynch, Pierce, Fenner & Smith Incorporated
Other cities in California
All of California →San Diego 3,692Los Angeles 3,528San Francisco 3,395Newport Beach 1,868Irvine 1,751Pasadena 1,138Walnut Creek 1,114San Jose 962Beverly Hills 692Westlake Village 638Roseville 633Sacramento 613Palo Alto 546Torrance 513La Jolla 490Santa Barbara 454Carlsbad 446Fresno 446El Segundo 438San Rafael 434Menlo Park 432Woodland Hills 377San Mateo 373Long Beach 359
Questions
How many financial advisors are in Gilroy, CA?
21 investment adviser representatives are registered at firm offices in Gilroy, California, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Gilroy?
Edward Jones, with 3 registered advisors in Gilroy, followed by Creative Financial Designs, Inc. with 2.
How do I check a financial advisor in Gilroy?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.