Financial ADVSR advisor directory · SEC adviser records
Ni Advisors financial advisors in Milpitas, CA
Every SEC-registered investment adviser representative at a Ni Advisors office in Milpitas, A to Z.
The short answer
10 registered advisors work at Ni Advisors in Milpitas, out of 14 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 9 are also registered broker representatives.
Ni Advisors advisors in Milpitas, A to Z
Every Ni Advisors advisor →- Neeraj BhatiaAlso a broker rep
- Nancy Y. ChangAlso a broker rep
- Roland W. ChowInvestment adviser rep
- Shirley J. CoriaAlso a broker rep
- Theodore H. FranseAlso a broker rep
- Yuexia LinAlso a broker rep
- Jarrod B. SilversAlso a broker rep
- Bala SubramanianAlso a broker rep
- Jinrong WangAlso a broker rep
- Hongfang ZhangAlso a broker rep
Ni Advisors advisors in every city and state →Advisor Moves: who changed firms this week →
Ni Advisors advisors in other cities
Other firms in Milpitas
All Milpitas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Osaic Wealth, Inc. 4Strategic Advisers LLC 4Charles Schwab & Co., Inc. 3Citigroup Global Markets Inc. 3J.P. Morgan Securities LLC 3
Questions
How many financial advisors does Ni Advisors have in Milpitas?
10 investment adviser representatives are registered at Ni Advisors offices in Milpitas, California, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 0 list the CFP designation and 9 are also registered as broker representatives.
Is Ni Advisors one of the largest advisor employers in Milpitas?
Ni Advisors ranks number 1 in Milpitas by registered advisors, ahead of Merrill Lynch, Pierce, Fenner & Smith Incorporated (4).
How do I check a Ni Advisors advisor in Milpitas?
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 Ni Advisors 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.