Financial ADVSR advisor directory · SEC adviser records
Klingenstein Fields Advisors financial advisors in New York
Every SEC-registered investment adviser representative at a Klingenstein Fields Advisors office in New York, by city and A to Z.
5 registered advisors work at Klingenstein Fields Advisors in New York, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (5). 0 list the CFP designation and 0 are also registered broker representatives.
Klingenstein Fields Advisors advisors by city in New York
Every firm in New York →Klingenstein Fields Advisors advisors in New York, A to Z
Search by name →- Laurence E. AchNew York · Chartered Investment Counselor
- James W. FieldsNew York
- Kenneth D. PollingerNew York
- David B. RaphaelNew York
- Jonathan RobertsNew York · Chartered Financial Analyst, Chartered Investment Counselor
Klingenstein Fields Advisors advisors in every state →Klingenstein Fields Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Klingenstein Fields Advisors financial advisors are in New York?
5 investment adviser representatives are registered at Klingenstein Fields Advisors offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Klingenstein Fields Advisors have the most advisors?
New York, with 5. Klingenstein Fields Advisors has advisors in 1 city in New York.
How do I check a Klingenstein Fields Advisors advisor in New York?
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 Klingenstein Fields Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.