Financial ADVSR advisor directory · SEC adviser records
Kilter Group financial advisors
Every SEC-registered investment adviser representative at Kilter Group, by the state and city of the office they work from.
7 registered advisors work at Kilter Group, in 4 states and 5 cities; the most are in Rhinebeck, NY (3). 3 list the CFP designation and 0 are also registered broker representatives.
Search every Kilter Group advisor by name →Who joined and left Kilter Group →Kilter Group: assets, clients and custodians →
Cities with the most Kilter Group advisors
Rhinebeck, NY 3Columbia, MD 1Peoria, AZ 1Webster, NY 1Witchita, KS 1
Kilter Group advisors by state
Questions
How many financial advisors does Kilter Group have?
7 investment adviser representatives are registered with Kilter Group, according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 5 cities. 3 list the CFP designation and 0 are also registered as broker representatives.
Where does Kilter Group have the most advisors?
Rhinebeck, NY, with 3 registered advisors, then Columbia, MD (1). By state, New York has the most, with 4.
How do I find a Kilter Group financial advisor near me?
Pick your state below, then your city, to see every Kilter Group 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 Kilter Group 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 →