Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Bal Harbour, FL
Every SEC-registered investment adviser representative at a firm office in Bal Harbour, with the firms that employ the most of them.
9 registered advisors work in Bal Harbour; the most are at Truist Advisory Services, Inc. (5). 2 list the CFP designation and 7 are also registered broker representatives.
Firms with the most advisors in Bal Harbour
| Firm | Advisors in Bal Harbour |
|---|---|
| Truist Advisory Services, Inc. news | 5 |
| Better Way LLC | 1 |
| Edward Jones news | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Morgan Stanley news | 1 |
Advisors in Bal Harbour, A to Z
CFP advisors in Bal Harbour →- Eduardo CohenTruist Advisory Services, Inc.
- Edward J. CohenTruist Advisory Services, Inc.
- Rebecca C. EpperlyTruist Advisory Services, Inc.
- Glenn C. FeiginMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jose FincheltubTruist Advisory Services, Inc.
- Alex M. GregoryBetter Way LLC
- Matthew B. KenigsbergEdward Jones · Certified Financial Planner, Chartered Financial Analyst
- Alexander NavarroTruist Advisory Services, Inc. · Certified Financial Planner
- Barry D. RothenbergMorgan Stanley
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 Bal Harbour, FL?
9 investment adviser representatives are registered at firm offices in Bal Harbour, Florida, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Bal Harbour?
Truist Advisory Services, Inc., with 5 registered advisors in Bal Harbour, followed by Better Way LLC with 1.
How do I check a financial advisor in Bal Harbour?
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.