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Financial ADVSR advisor directory · SEC adviser records

Facet financial advisors in Ohio

Every SEC-registered investment adviser representative at a Facet office in Ohio, by city and A to Z.

3 registered advisors work at Facet in Ohio, out of 77 nationwide; it's the firm's number 6 state by advisors, and the most are in Bay Village (1). 3 list the CFP designation and 0 are also registered broker representatives.

Facet advisors by city in Ohio

Every firm in Ohio →

Bay Village 1Bellefontaine 1Toledo 1

Facet advisors in Ohio, A to Z

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

Facet in other states

Florida 46Arizona 4Texas 4Colorado 3New Jersey 3Pennsylvania 3

Questions

How many Facet financial advisors are in Ohio?

3 investment adviser representatives are registered at Facet offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 77 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Facet have the most advisors?

Bay Village, with 1, then Bellefontaine (1). Facet has advisors in 3 cities in Ohio.

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