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Financial ADVSR advisor directory · SEC adviser records

Research Financial Strategies financial advisors

Every SEC-registered investment adviser representative at Research Financial Strategies, by the state and city of the office they work from.

The short answer

6 registered advisors work at Research Financial Strategies, in 3 states and 3 cities; the most are in Rockville, MD (4). 1 list the CFP designation and 4 are also registered broker representatives.

Search every Research Financial Strategies advisor by name →Who joined and left Research Financial Strategies →Research Financial Strategies: assets, clients and custodians →

Cities with the most Research Financial Strategies advisors

Rockville, MD 4Bogart, GA 1Sarasota, FL 1

Research Financial Strategies advisors by state

Research Financial Strategies in Maryland 4

Rockville 4

Research Financial Strategies in Florida 1

Sarasota 1

Research Financial Strategies in Georgia 1

Bogart 1

Questions

How many financial advisors does Research Financial Strategies have?

6 investment adviser representatives are registered with Research Financial Strategies, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 1 list the CFP designation and 4 are also registered as broker representatives.

Where does Research Financial Strategies have the most advisors?

Rockville, MD, with 4 registered advisors, then Bogart, GA (1). By state, Maryland has the most, with 4.

How do I find a Research Financial Strategies financial advisor near me?

Pick your state below, then your city, to see every Research Financial Strategies 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 Research Financial Strategies 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 →