Financial ADVSR advisor directory · SEC adviser records
Dakota Wealth, LLC financial advisors in Florida
Every SEC-registered investment adviser representative at a Dakota Wealth, LLC office in Florida, by city and A to Z.
35 registered advisors work at Dakota Wealth, LLC in Florida, out of 58 nationwide; it's the firm's number 1 state by advisors, and the most are in Palm Beach Gardens (34). 5 list the CFP designation and 0 are also registered broker representatives.
Dakota Wealth, LLC advisors by city in Florida
Every firm in Florida →Dakota Wealth, LLC advisors in Florida, A to Z
Search by name →- Autumn M. AzarPalm Beach Gardens
- Luke S. BaxterPalm Beach Gardens
- Jessica R. BimontePalm Beach Gardens · Certified Financial Planner
- Mary E. CosentinoFort Lauderdale
- Joshua T. CrossmanPalm Beach Gardens
- Bridget A. CunninghamPalm Beach Gardens
- Louis A. Della VallePalm Beach Gardens
- Stephanie A. DunbarPalm Beach Gardens · Certified Financial Planner
- Madelyn FahnestockPalm Beach Gardens
- Jeffrey M. Goyette Jr.Palm Beach Gardens · Certified Financial Planner
- John C. GoyettePalm Beach Gardens
- Garrett D. HudsonPalm Beach Gardens
- Jessie HughesPalm Beach Gardens · Certified Financial Planner
- William J. KameryPalm Beach Gardens
- Bryan P. KellerPalm Beach Gardens
- James D. KingPalm Beach Gardens
- John H. KingPalm Beach Gardens
- Jeffrey D. LevinPalm Beach Gardens · Chartered Financial Analyst
- Donald S. LovelessPalm Beach Gardens · Certified Financial Planner, Chartered Financial Analyst
- William J. MikusPalm Beach Gardens
- Jeanna L. MontesPalm Beach Gardens
- Thomas B. MullinsPalm Beach Gardens
- Brett W. OrvietoPalm Beach Gardens
- Leon N. PacePalm Beach Gardens
- Francis A. PinenoPalm Beach Gardens · Chartered Financial Analyst
- Joseph QuintalPalm Beach Gardens
- Peter J. Raimondi IIIPalm Beach Gardens
- Jill D. RancePalm Beach Gardens
- Marilyn A. RiosPalm Beach Gardens
- Samuel J. RonlundPalm Beach Gardens
- Matthew SteigerPalm Beach Gardens · Chartered Financial Analyst
- David G. Strachan Jr.Palm Beach Gardens
- Brian SuskevichPalm Beach Gardens
- David L. VladimirouPalm Beach Gardens
- Rhys WilliamsPalm Beach Gardens
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Dakota Wealth, LLC in other states
Questions
How many Dakota Wealth, LLC financial advisors are in Florida?
35 investment adviser representatives are registered at Dakota Wealth, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 58 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does Dakota Wealth, LLC have the most advisors?
Palm Beach Gardens, with 34, then Fort Lauderdale (1). Dakota Wealth, LLC has advisors in 2 cities in Florida.
How do I check a Dakota Wealth, 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 Dakota Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.