Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Melius Research financial advisors in New York

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

The short answer

26 registered advisors work at Melius Research in New York, out of 26 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (26). 0 list the CFP designation and 1 are also registered broker representatives.

Melius Research advisors by city in New York

Every firm in New York →

New York 26

Melius Research advisors in New York, A to Z

Search by name →

Questions

How many Melius Research financial advisors are in New York?

26 investment adviser representatives are registered at Melius Research offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 26 at the firm nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Where in New York does Melius Research have the most advisors?

New York, with 26. Melius Research has advisors in 1 city in New York.

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