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Financial ADVSR advisor directory · SEC adviser records

Capital Analysts financial advisors in Florida

Every SEC-registered investment adviser representative at a Capital Analysts office in Florida, by city and A to Z.

66 registered advisors work at Capital Analysts in Florida, out of 557 nationwide; it's the firm's number 3 state by advisors, and the most are in Tallahassee (15). 9 list the CFP designation and 65 are also registered broker representatives.

Capital Analysts advisors by city in Florida

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Tallahassee 15Lutz 9Land O Lakes 5St. Petersburg 5Jacksonville 4Orlando 4Wellington 4Belleview 1Bunnell 1Cape Coral 1Clearwater 1Coral Gables 1Doral 1Fort Lauderdale 1Fort Meyers 1Fort Myers 1Gainsville 1Greenacres 1Melbourne 1Naples 1Pensacola 1Plant City 1Sarasota 1St. Augustine 1Tallahasee 1Tampa 1West Palm Beach 1

Capital Analysts advisors in Florida, A to Z

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

Capital Analysts in other states

Pennsylvania 90New York 75Massachusetts 53New Jersey 50Ohio 35Michigan 24Illinois 22Texas 22California 18North Carolina 16Arizona 15Georgia 13Washington 11Arkansas 5Tennessee 5Connecticut 4Maryland 4Minnesota 4Indiana 3Missouri 3Virginia 3Wisconsin 3

Questions

How many Capital Analysts financial advisors are in Florida?

66 investment adviser representatives are registered at Capital Analysts offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 557 at the firm nationwide. 9 list the CFP designation and 65 are also registered as broker representatives.

Where in Florida does Capital Analysts have the most advisors?

Tallahassee, with 15, then Lutz (9). Capital Analysts has advisors in 27 cities in Florida.

How do I check a Capital Analysts advisor in Florida?

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