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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Greenville, DE

Every SEC-registered investment adviser representative at a firm office in Greenville, with the firms that employ the most of them.

120 registered advisors work in Greenville; the most are at Morgan Stanley (48). 0 list the CFP designation and 114 are also registered broker representatives.

Firms with the most advisors in Greenville

FirmAdvisors in Greenville
Morgan Stanley news48
Janney Montgomery Scott LLC news18
Strategic Advisers LLC15
UBS Financial Services Inc. news8
Wells Fargo Advisors Financial Network, LLC news8
Creative Planning news4
Raymond James & Associates, Inc. news4
Investment Management & Planning LLC3
Stifel, Nicolaus & Company, Incorporated news3
Raymond James Financial Services Advisors, Inc. news2
Spearhead Administrative Services, LLC2
Edward Jones news1
J.P. Morgan Securities LLC news1
Osaic Wealth, Inc. news1
Sofi Wealth LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Greenville, A to Z

Search all of Delaware →

Other cities in Delaware

All of Delaware →

Wilmington 447Newark 164Rehoboth Beach 67Lewes 57Dover 49New Castle 25Hockessin 23Middletown 19Millsboro 16Georgetown 11Bethany Beach 10Rockland 9Milford 7Selbyville 7Bear 6Ocean View 6Seaford 6

Questions

How many financial advisors are in Greenville, DE?

120 investment adviser representatives are registered at firm offices in Greenville, Delaware, according to the SEC's Investment Adviser Public Disclosure records. 114 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Greenville?

Morgan Stanley, with 48 registered advisors in Greenville, followed by Janney Montgomery Scott LLC with 18.

How do I check a financial advisor in Greenville?

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.