Financial ADVSR advisor directory · SEC adviser records
Sowell Management financial advisors in Florida
Every SEC-registered investment adviser representative at a Sowell Management office in Florida, by city and A to Z.
4 registered advisors work at Sowell Management in Florida, out of 103 nationwide; it's the firm's number 5 state by advisors, and the most are in Jupiter (2). 1 list the CFP designation and 1 are also registered broker representatives.
Sowell Management advisors by city in Florida
Every firm in Florida →Sowell Management advisors in Florida, A to Z
Search by name →- Greggory W. BrantJupiter · Certified Financial Planner
- Joshua D. EllisMerritt Island
- Christopher B. KellyJupiter
- John M. RuffFort Myers
Sowell Management advisors in every state →Sowell Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sowell Management in other states
Arkansas 51California 9Texas 9Washington 7Arizona 3Illinois 3Oklahoma 3
Questions
How many Sowell Management financial advisors are in Florida?
4 investment adviser representatives are registered at Sowell Management offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 103 at the firm nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.
Where in Florida does Sowell Management have the most advisors?
Jupiter, with 2, then Fort Myers (1). Sowell Management has advisors in 3 cities in Florida.
How do I check a Sowell Management advisor in Florida?
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 Sowell Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.