Financial ADVSR advisor directory · SEC adviser records
&Partners financial advisors in Boca Raton, FL
Every SEC-registered investment adviser representative at a &Partners office in Boca Raton, A to Z.
The short answer
4 registered advisors work at &Partners in Boca Raton, out of 494 at the firm nationwide; it ranks number 52 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
&Partners advisors in Boca Raton, A to Z
Every &Partners advisor →- Vincent F. GerardiCertified Financial Planner · Also a broker rep
- Jeffrey LibmanAlso a broker rep
- Richard MorgensternCertified Financial Planner · Also a broker rep
- David WillisAlso a broker rep
&Partners advisors in every city and state →&Partners: assets, clients and custodians →&Partners news and advisor moves →Advisor Moves: who changed firms this week →
&Partners advisors in other cities
Clayton, MO 157Nashville, TN 78Fayetteville, AR 7Ann Arbor, MI 5Baltimore, MD 5Wichita, KS 5Aiken, SC 4Albany, NY 4Austin, TX 4Bellevue, WA 4Florham Park, NJ 4Sumter, SC 4Tyler, TX 4Willoughby Hills, OH 4Winston Salem, NC 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 &Partners have in Boca Raton?
4 investment adviser representatives are registered at &Partners offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 494 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is &Partners one of the largest advisor employers in Boca Raton?
&Partners ranks number 52 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.
How do I check a &Partners 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 &Partners 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.