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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Magnolia Capital Management financial advisors in New York

Every SEC-registered investment adviser representative at a Magnolia Capital Management office in New York, by city and A to Z.

The short answer

4 registered advisors work at Magnolia Capital Management in New York, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Cold Spring (4). 0 list the CFP designation and 0 are also registered broker representatives.

Magnolia Capital Management advisors by city in New York

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Cold Spring 4

Magnolia Capital Management advisors in New York, A to Z

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Questions

How many Magnolia Capital Management financial advisors are in New York?

4 investment adviser representatives are registered at Magnolia Capital Management offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in New York does Magnolia Capital Management have the most advisors?

Cold Spring, with 4. Magnolia Capital Management has advisors in 1 city in New York.

How do I check a Magnolia Capital Management 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 Magnolia Capital Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.