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Financial ADVSR advisor directory · SEC adviser records

Certuity, LLC financial advisors in Florida

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

The short answer

17 registered advisors work at Certuity, LLC in Florida, out of 23 nationwide; it's the firm's number 1 state by advisors, and the most are in North Palm Beach (16). 3 list the CFP designation and 0 are also registered broker representatives.

Certuity, LLC advisors by city in Florida

Every firm in Florida →

North Palm Beach 16

Certuity, LLC advisors in Florida, A to Z

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

Certuity, LLC in other states

California 4

Questions

How many Certuity, LLC financial advisors are in Florida?

17 investment adviser representatives are registered at Certuity, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 23 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Florida does Certuity, LLC have the most advisors?

North Palm Beach, with 16. Certuity, LLC has advisors in 1 city in Florida.

How do I check a Certuity, LLC 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 Certuity, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.