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Financial ADVSR advisor directory · SEC adviser records

Canopy Partners financial advisors in Ohio

Every SEC-registered investment adviser representative at a Canopy Partners office in Ohio, by city and A to Z.

3 registered advisors work at Canopy Partners in Ohio, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Cincinnati (3). 0 list the CFP designation and 0 are also registered broker representatives.

Canopy Partners advisors by city in Ohio

Every firm in Ohio →

Cincinnati 3

Canopy Partners advisors in Ohio, A to Z

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Canopy Partners advisors in every state →Canopy Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Canopy Partners financial advisors are in Ohio?

3 investment adviser representatives are registered at Canopy Partners offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Canopy Partners have the most advisors?

Cincinnati, with 3. Canopy Partners has advisors in 1 city in Ohio.

How do I check a Canopy Partners advisor in Ohio?

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 Canopy Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.