Financial ADVSR advisor directory · SEC adviser records
Kaufman Rossin Wealth, LLC financial advisors in Florida
Every SEC-registered investment adviser representative at a Kaufman Rossin Wealth, LLC office in Florida, by city and A to Z.
The short answer
5 registered advisors work at Kaufman Rossin Wealth, LLC in Florida, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Miami (4). 3 list the CFP designation and 4 are also registered broker representatives.
Kaufman Rossin Wealth, LLC advisors by city in Florida
Every firm in Florida →Kaufman Rossin Wealth, LLC advisors in Florida, A to Z
Search by name →- Ashlea H. AyerMiami · Certified Financial Planner
- Michael J. CanteroMiami · Certified Financial Planner
- Maria Elizabeth LacasaMiami · Certified Financial Planner
- David A. LiskaFort Lauderdale
- Darin K. SchatzmanMiami
Kaufman Rossin Wealth, LLC advisors in every state →Kaufman Rossin Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Kaufman Rossin Wealth, LLC financial advisors are in Florida?
5 investment adviser representatives are registered at Kaufman Rossin Wealth, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.
Where in Florida does Kaufman Rossin Wealth, LLC have the most advisors?
Miami, with 4, then Fort Lauderdale (1). Kaufman Rossin Wealth, LLC has advisors in 2 cities in Florida.
How do I check a Kaufman Rossin 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 Kaufman Rossin Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.