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Financial ADVSR advisor directory · SEC adviser records

Somerset Advisory, LLC financial advisors

Every SEC-registered investment adviser representative at Somerset Advisory, LLC, by the state and city of the office they work from.

5 registered advisors work at Somerset Advisory, LLC, in 3 states and 3 cities; the most are in Birmingham, AL (3). 2 list the CFP designation and 0 are also registered broker representatives.

Search every Somerset Advisory, LLC advisor by name →Who joined and left Somerset Advisory, LLC →Somerset Advisory, LLC: assets, clients and custodians →

Cities with the most Somerset Advisory, LLC advisors

Birmingham, AL 3Beaufort, SC 1Gordonsville, VA 1

Somerset Advisory, LLC advisors by state

Somerset Advisory, LLC in Alabama 3

Birmingham 3

Somerset Advisory, LLC in South Carolina 1

Beaufort 1

Somerset Advisory, LLC in Virginia 1

Gordonsville 1

Questions

How many financial advisors does Somerset Advisory, LLC have?

5 investment adviser representatives are registered with Somerset Advisory, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 2 list the CFP designation and 0 are also registered as broker representatives.

Where does Somerset Advisory, LLC have the most advisors?

Birmingham, AL, with 3 registered advisors, then Beaufort, SC (1). By state, Alabama has the most, with 3.

How do I find a Somerset Advisory, LLC financial advisor near me?

Pick your state below, then your city, to see every Somerset Advisory, LLC 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 Somerset Advisory, LLC 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 →