Financial ADVSR advisor directory · SEC adviser records
Next Capital Management LLC financial advisors in New York
Every SEC-registered investment adviser representative at a Next Capital Management LLC office in New York, by city and A to Z.
The short answer
9 registered advisors work at Next Capital Management LLC in New York, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (9). 1 list the CFP designation and 1 are also registered broker representatives.
Next Capital Management LLC advisors by city in New York
Every firm in New York →Next Capital Management LLC advisors in New York, A to Z
Search by name →- Ryan W. DavisNew York · Chartered Financial Analyst
- Christopher L. FineburgNew York · Chartered Financial Analyst
- Andrew C. HartNew York
- Ross LevinNew York
- Daniel I. MagierNew York · Certified Financial Planner
- Christopher J. OfsthunNew York
- Frazer C. RiceNew York
- Theodore B. SmithNew York
- Danielle E. UdlandNew York
Next Capital Management LLC advisors in every state →Next Capital Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Next Capital Management LLC financial advisors are in New York?
9 investment adviser representatives are registered at Next Capital Management LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.
Where in New York does Next Capital Management LLC have the most advisors?
New York, with 9. Next Capital Management LLC has advisors in 1 city in New York.
How do I check a Next Capital Management LLC 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 Next Capital Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.