Financial ADVSR advisor directory · SEC adviser records
Newedge Advisors financial advisors in Boca Raton, FL
Every SEC-registered investment adviser representative at a Newedge Advisors office in Boca Raton, A to Z.
4 registered advisors work at Newedge Advisors in Boca Raton, out of 585 at the firm nationwide; it ranks number 64 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Newedge Advisors advisors in Boca Raton, A to Z
Every Newedge Advisors advisor →- Thomas Bartolomeo Jr.Investment adviser rep
- Jorge A. Flores IIInvestment adviser rep
- Jonathan L. GassmanCertified Financial Planner, Personal Financial Specialist
- Melissa L. GrochalInvestment adviser rep
Newedge Advisors advisors in every city and state →Newedge Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Newedge Advisors advisors in other cities
New Orleans, LA 222Franklin, TN 12Dallas, TX 11Lafayette, LA 10Atlanta, GA 8Birmingham, AL 8Pittsburgh, PA 8Beaumont, TX 7Destin, FL 7Troy, MI 7Milldale, CT 6St. Simons Island, GA 6Greenville, SC 5Ashland, WI 4Baton Rouge, LA 4
Other firms in Boca Raton
All Boca Raton advisors →Morgan Stanley 193Merrill Lynch, Pierce, Fenner & Smith Incorporated 112Wells Fargo Clearing Services, LLC 103Ameriprise Financial Services, LLC 99Raymond James & Associates, Inc. 59Nfsg Corporation 54LPL Financial LLC 48Wells Fargo Advisors Financial Network, LLC 41Equitable Advisors, LLC 39RBC Capital Markets, LLC 35Valic Financial Advisors, Inc. 35J.P. Morgan Securities LLC 34
Questions
How many financial advisors does Newedge Advisors have in Boca Raton?
4 investment adviser representatives are registered at Newedge Advisors offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Newedge Advisors one of the largest advisor employers in Boca Raton?
Newedge Advisors ranks number 64 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.
How do I check a Newedge Advisors advisor in Boca Raton?
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 Newedge Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.