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Financial ADVSR advisor directory · SEC adviser records

John G. Ullman & Associates, Inc. financial advisors

Every SEC-registered investment adviser representative at John G. Ullman & Associates, Inc., by the state and city of the office they work from.

23 registered advisors work at John G. Ullman & Associates, Inc., in 2 states and 4 cities; the most are in Horseheads, NY (16). 12 list the CFP designation and 0 are also registered broker representatives.

Search every John G. Ullman & Associates, Inc. advisor by name →Who joined and left John G. Ullman & Associates, Inc. →John G. Ullman & Associates, Inc.: assets, clients and custodians →

Cities with the most John G. Ullman & Associates, Inc. advisors

Horseheads, NY 16Corning, NY 4Rhinebeck, NY 2Lakewood Ranch, FL 1

John G. Ullman & Associates, Inc. advisors by state

John G. Ullman & Associates, Inc. in New York 22

Horseheads 16Corning 4Rhinebeck 2

John G. Ullman & Associates, Inc. in Florida 1

Lakewood Ranch 1

Questions

How many financial advisors does John G. Ullman & Associates, Inc. have?

23 investment adviser representatives are registered with John G. Ullman & Associates, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 4 cities. 12 list the CFP designation and 0 are also registered as broker representatives.

Where does John G. Ullman & Associates, Inc. have the most advisors?

Horseheads, NY, with 16 registered advisors, then Corning, NY (4). By state, New York has the most, with 22.

How do I find a John G. Ullman & Associates, Inc. financial advisor near me?

Pick your state below, then your city, to see every John G. Ullman & Associates, Inc. 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 John G. Ullman & Associates, Inc. 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 →