Financial ADVSR advisor directory · SEC adviser records
Financial Rounds financial advisors
Every SEC-registered investment adviser representative at Financial Rounds, by the state and city of the office they work from.
5 registered advisors work at Financial Rounds, in 1 state and 1 city; the most are in Cincinnati, OH (5). 4 list the CFP designation and 0 are also registered broker representatives.
Search every Financial Rounds advisor by name →Who joined and left Financial Rounds →Financial Rounds: assets, clients and custodians →
Cities with the most Financial Rounds advisors
Financial Rounds advisors by state
Questions
How many financial advisors does Financial Rounds have?
5 investment adviser representatives are registered with Financial Rounds, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 4 list the CFP designation and 0 are also registered as broker representatives.
Where does Financial Rounds have the most advisors?
Cincinnati, OH, with 5 registered advisors. By state, Ohio has the most, with 5.
How do I find a Financial Rounds financial advisor near me?
Pick your state below, then your city, to see every Financial Rounds advisor registered at an office there. Each one 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. An advisor registered at Financial Rounds offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →