Financial ADVSR advisor directory · SEC adviser records
Northavenue LLC financial advisors in Ohio
Every SEC-registered investment adviser representative at a Northavenue LLC office in Ohio, by city and A to Z.
3 registered advisors work at Northavenue LLC in Ohio, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Columbus (3). 2 list the CFP designation and 0 are also registered broker representatives.
Northavenue LLC advisors by city in Ohio
Every firm in Ohio →Northavenue LLC advisors in Ohio, A to Z
Search by name →- Stephanie D. BaileyColumbus · Certified Financial Planner
- Kristen E. MoosmillerColumbus · Certified Financial Planner
- Emily M. PaulusColumbus
Northavenue LLC advisors in every state →Northavenue LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Northavenue LLC financial advisors are in Ohio?
3 investment adviser representatives are registered at Northavenue LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Northavenue LLC have the most advisors?
Columbus, with 3. Northavenue LLC has advisors in 1 city in Ohio.
How do I check a Northavenue LLC advisor in Ohio?
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 Northavenue LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.