Financial ADVSR advisor directory · SEC adviser records
D.A. Davidson & Co. financial advisors in New York
Every SEC-registered investment adviser representative at a D.A. Davidson & Co. office in New York, by city and A to Z.
3 registered advisors work at D.A. Davidson & Co. in New York, out of 625 nationwide; it's the firm's number 19 state by advisors, and the most are in New York (2). 0 list the CFP designation and 3 are also registered broker representatives.
D.A. Davidson & Co. advisors by city in New York
Every firm in New York →D.A. Davidson & Co. advisors in New York, A to Z
Search by name →- Timothy M. BargerNew York
- Tiffany Q. LaoNew York
- Allen R. MenaNew Rochelle
D.A. Davidson & Co. advisors in every state →D.A. Davidson & Co.: assets, clients and custodians →Advisor Moves: who changed firms this week →
D.A. Davidson & Co. in other states
Washington 140Montana 122California 79Oregon 52Idaho 50Nebraska 41Virginia 27Colorado 21Utah 16North Carolina 14Texas 11Minnesota 6South Carolina 6Arizona 5Nevada 5Missouri 4Tennessee 4Wyoming 4Oklahoma 3
Questions
How many D.A. Davidson & Co. financial advisors are in New York?
3 investment adviser representatives are registered at D.A. Davidson & Co. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 625 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Where in New York does D.A. Davidson & Co. have the most advisors?
New York, with 2, then New Rochelle (1). D.A. Davidson & Co. has advisors in 2 cities in New York.
How do I check a D.A. Davidson & Co. 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 D.A. Davidson & Co. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.