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Financial ADVSR advisor directory · SEC adviser records

Kaufman Rossin Wealth, LLC financial advisors

Every SEC-registered investment adviser representative at Kaufman Rossin Wealth, LLC, by the state and city of the office they work from.

5 registered advisors work at Kaufman Rossin Wealth, LLC, in 1 state and 3 cities; the most are in Miami, FL (3). 3 list the CFP designation and 4 are also registered broker representatives.

Search every Kaufman Rossin Wealth, LLC advisor by name →Who joined and left Kaufman Rossin Wealth, LLC →Kaufman Rossin Wealth, LLC: assets, clients and custodians →

Cities with the most Kaufman Rossin Wealth, LLC advisors

Miami, FL 3Fort Lauderdale, FL 1Ft Lauderdale, FL 1

Kaufman Rossin Wealth, LLC advisors by state

Kaufman Rossin Wealth, LLC in Florida 5

Miami 3Fort Lauderdale 1Ft Lauderdale 1

Questions

How many financial advisors does Kaufman Rossin Wealth, LLC have?

5 investment adviser representatives are registered with Kaufman Rossin Wealth, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 3 cities. 3 list the CFP designation and 4 are also registered as broker representatives.

Where does Kaufman Rossin Wealth, LLC have the most advisors?

Miami, FL, with 3 registered advisors, then Fort Lauderdale, FL (1). By state, Florida has the most, with 5.

How do I find a Kaufman Rossin Wealth, LLC financial advisor near me?

Pick your state below, then your city, to see every Kaufman Rossin Wealth, LLC 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 Kaufman Rossin Wealth, LLC 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 →