Financial ADVSR advisor directory · SEC adviser records
Platform Technology Partners financial advisors
Every SEC-registered investment adviser representative at Platform Technology Partners, by the state and city of the office they work from.
9 registered advisors work at Platform Technology Partners, in 1 state and 1 city; the most are in Locust Valley, NY (9). 0 list the CFP designation and 1 are also registered broker representatives.
Search every Platform Technology Partners advisor by name →Who joined and left Platform Technology Partners →Platform Technology Partners: assets, clients and custodians →
Cities with the most Platform Technology Partners advisors
Platform Technology Partners advisors by state
Questions
How many financial advisors does Platform Technology Partners have?
9 investment adviser representatives are registered with Platform Technology Partners, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 0 list the CFP designation and 1 are also registered as broker representatives.
Where does Platform Technology Partners have the most advisors?
Locust Valley, NY, with 9 registered advisors. By state, New York has the most, with 9.
How do I find a Platform Technology Partners financial advisor near me?
Pick your state below, then your city, to see every Platform Technology Partners advisor registered at an office there. Each one 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. An advisor registered at Platform Technology Partners offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →