Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in Ohio
Every SEC-registered investment adviser representative at a Capital Analysts office in Ohio, by city and A to Z.
35 registered advisors work at Capital Analysts in Ohio, out of 585 nationwide; it's the firm's number 6 state by advisors, and the most are in Cleveland (8). 0 list the CFP designation and 35 are also registered broker representatives.
Capital Analysts advisors by city in Ohio
Every firm in Ohio →Cleveland 8Independence 8Shaker Heights 5Columbus 3Maria Stein 3North Royalton 3Twinsburg 2Ft Jennings 1Hillsboro 1Lancaster 1North Roylaton 1Parma 1West Chester 1
Capital Analysts advisors in Ohio, A to Z
Search by name →- Theodore E. BertkeMaria Stein · Chartered Financial Consultant
- Ryan E. CarlsonNorth Royalton
- Mark A. CiullaShaker Heights
- James P. EismonIndependence · Certified Financial Planner
- Debra A. FriendIndependence
- James E. GaydoshNorth Roylaton · Certified Financial Planner
- Thomas M. GencoCleveland · Certified Financial Planner
- Deborah L. GeorgeCleveland
- Timothy J. GeorgeColumbus
- Garrett M. GrayMaria Stein
- James F. Guy Jr.Independence
- Patrick T. HanrattyShaker Heights · Certified Financial Planner
- Michael B. HinkelColumbus
- Robert M. HolubShaker Heights · Certified Financial Planner, Chartered Financial Analyst
- Lynne D. JonesIndependence
- Michael S. KaysLancaster
- Mark D. KellyParma
- Mark LapsevichIndependence
- Jonathan L. MistofskyTwinsburg
- Tristan W. MorganNorth Royalton
- Daniel J. ObrienShaker Heights · Certified Financial Planner
- Troy A. PrengerMaria Stein
- Gregory G. RandallCleveland
- Karl RandallCleveland
- Dale RubinCleveland
- Eric C. ShupeWest Chester
- Sarah SmartHillsboro · Certified Financial Planner
- Corey L. SneedIndependence
- Todd D. StoutIndependence
- Raymond M. TroppCleveland
- Susan M. WanamakerCleveland · Certified Financial Planner
- Neil R. WaxmanShaker Heights · Certified Financial Planner
- William J. WilliamsColumbus
- Alan E. YanowitzCleveland
- Edward J. ZalarNorth Royalton
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 94New York 77Florida 68Massachusetts 56New Jersey 55Texas 25Illinois 24Michigan 24California 18North Carolina 16Arizona 15Georgia 15Washington 11Arkansas 5Tennessee 5Connecticut 4Maryland 4Minnesota 4Missouri 4Wisconsin 4Virginia 3
Questions
How many Capital Analysts financial advisors are in Ohio?
35 investment adviser representatives are registered at Capital Analysts offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 585 at the firm nationwide. 0 list the CFP designation and 35 are also registered as broker representatives.
Where in Ohio does Capital Analysts have the most advisors?
Cleveland, with 8, then Independence (8). Capital Analysts has advisors in 13 cities in Ohio.
How do I check a Capital Analysts 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 Capital Analysts office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.