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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bay Harbor Islands, FL

Every SEC-registered investment adviser representative at a firm office in Bay Harbor Islands, with the firms that employ the most of them.

6 registered advisors work in Bay Harbor Islands; the most are at Asg Capital (1). 0 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Bay Harbor Islands

FirmAdvisors in Bay Harbor Islands
Asg Capital1
Insigneo Advisory Services, LLC1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Prospera Funds, Inc.1
Spc1

Advisors in Bay Harbor Islands, A to Z

Search all of Florida →

Other cities in Florida

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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 Bay Harbor Islands, FL?

6 investment adviser representatives are registered at firm offices in Bay Harbor Islands, Florida, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Bay Harbor Islands?

Asg Capital, with 1 registered advisors in Bay Harbor Islands, followed by Insigneo Advisory Services, LLC with 1.

How do I check a financial advisor in Bay Harbor Islands?

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.