Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Atlantic Beach, FL
Every SEC-registered investment adviser representative at a firm office in Atlantic Beach, with the firms that employ the most of them.
19 registered advisors work in Atlantic Beach; the most are at Strategic Advisers LLC (6). 3 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Atlantic Beach
Advisors in Atlantic Beach, A to Z
CFP advisors in Atlantic Beach →- Michael C. BoswellHightower Advisors, LLC
- Eileen M. CampbellStrategic Advisers LLC
- Ciara L. DrummondStrategic Advisers LLC
- Anne J. EganMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Miles R. EvansCitigroup Global Markets Inc. · Certified Financial Planner
- Daniel R. GilhamFarther · Certified Financial Planner
- Gabriel Gonzalez PuertoWells Fargo Clearing Services, LLC
- Matthew G. KingStrategic Advisers LLC
- David M. LeeStrategic Advisers LLC
- Kyle S. LeiserAmeriprise Financial Services, LLC
- Geffrey H. LewisHorter Investment Management, LLC
- Robert R. LiggeroFinancial Prescriptions, LLC · Certified Financial Planner
- Stephen A. MazerMariner Independent
- Heather L. MeyersJohn Hancock Personal Financial Services, LLC
- Jeffrey G. NewmanRaymond James Financial Services Advisors, Inc.
- Rachel RollansStrategic Advisers LLC
- Matthew T. RomanoStrategic Advisers LLC
- Jesse RudaFarther
- Gary C. ThompsonAmeriprise Financial Services, LLC
Other cities in Florida
All of Florida →Miami 3,102Tampa 2,957Jacksonville 2,374Boca Raton 1,575Orlando 1,379Palm Beach Gardens 1,206Naples 1,123St. Petersburg 1,065Sarasota 935Coral Gables 921Fort Lauderdale 695Winter Park 455West Palm Beach 440Clearwater 418Fort Myers 399Ponte Vedra Beach 387Ft. Lauderdale 310Pensacola 280Jupiter 270Melbourne 268Bradenton 267Aventura 265Stuart 265Vero Beach 250
Questions
How many financial advisors are in Atlantic Beach, FL?
19 investment adviser representatives are registered at firm offices in Atlantic Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Atlantic Beach?
Strategic Advisers LLC, with 6 registered advisors in Atlantic Beach, followed by Ameriprise Financial Services, LLC with 2.
How do I check a financial advisor in Atlantic Beach?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.