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Financial ADVSR advisor directory · SEC adviser records

Capital Analysts financial advisors in New York

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

75 registered advisors work at Capital Analysts in New York, out of 557 nationwide; it's the firm's number 2 state by advisors, and the most are in Getzville (16). 14 list the CFP designation and 75 are also registered broker representatives.

Capital Analysts advisors by city in New York

Every firm in New York →

Getzville 16Rochester 11Bohemia 7Syracuse 6East Syracuse 3Fairport 3Holbrook 3Lakewood 3Riverhead 3Amherst 2Garden City 2Hauppauge 2Scarsdale 2Cobleskill 1Deer Park 1Freeport 1Garden City South 1Great Neck 1Hamburg 1Malta 1Manhasset 1Mattituck 1Melville 1Stony Brook 1Webster 1

Capital Analysts advisors in New York, 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 90Florida 66Massachusetts 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 New York?

75 investment adviser representatives are registered at Capital Analysts offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 557 at the firm nationwide. 14 list the CFP designation and 75 are also registered as broker representatives.

Where in New York does Capital Analysts have the most advisors?

Getzville, with 16, then Rochester (11). Capital Analysts has advisors in 25 cities in New York.

How do I check a Capital Analysts advisor in New York?

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.