Tuesday, October 27, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe

Financial ADVSR advisor directory · SEC adviser records

77 Financial Group financial advisors

Every SEC-registered investment adviser representative at 77 Financial Group, by the state and city of the office they work from.

The short answer

3 registered advisors work at 77 Financial Group, in 1 state and 1 city; the most are in Carlsbad, CA (3). 0 list the CFP designation and 0 are also registered broker representatives.

Cities with the most 77 Financial Group advisors

Carlsbad, CA 3

77 Financial Group advisors by state

Questions

How many financial advisors does 77 Financial Group have?

3 investment adviser representatives are registered with 77 Financial Group, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does 77 Financial Group have the most advisors?

Carlsbad, CA, with 3 registered advisors. By state, California has the most, with 3.

How do I find a 77 Financial Group financial advisor near me?

Pick your state below, then your city, to see every 77 Financial Group advisor registered at an office there. Each one 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. An advisor registered at 77 Financial Group offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →