Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Bradenton, FL
Every SEC-registered investment adviser representative at a firm office in Bradenton, with the firms that employ the most of them.
The short answer
267 registered advisors work in Bradenton; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (32). 42 list the CFP designation and 213 are also registered broker representatives.
Firms with the most advisors in Bradenton
Advisors in Bradenton, A to Z
CFP advisors in Bradenton →- Taylor AltCambridge Investment Research Advisors, Inc.
- Peri A. AptakerBaldwin Wealth Partners, LLC · Certified Financial Planner, Personal Financial Specialist
- Barbara E. AustinMorgan Stanley
- Gregory K. BadgerLPL Financial LLC
- Austin L. BainCambridge Investment Research Advisors, Inc.
- Edward BaronciniExcel Wealth Management, LLC
- Lori A. BaybaMoors & Cabot, Inc.
- Logan H. BealEdward Jones · Certified Financial Planner
- Jennifer S. BerlinFirst Command Advisory Services
- Brian BestJ.P. Morgan Securities LLC
- Ellen G. Binen-MilbrodEllen Binen-Milbrod Financial Services L.L.C.
- Jennifer C. BlandfordUBS Financial Services Inc.
- Ryan BloomStrategic Advisers LLC
- Donald B. BlowersBlue Jean Financial LLC
- Alejandro BolivarJ.P. Morgan Securities LLC
- James A. BoothEdward Jones
- John W. BoothEdward Jones · Certified Financial Planner
- Matthew J. BowerRaymond James Financial Services Advisors, Inc.
- Robert W. BrameisterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas H. BreiterWealth Enhancement Advisory Services, LLC
- Rhyanna H. Broomfield-GilmanCambridge Investment Research Advisors, Inc.
- Chadd P. BrownCambridge Investment Research Advisors, Inc.
- Zachary G. BrownMorgan Stanley
- Tyler T. BrumfieldWells Fargo Clearing Services, LLC
- Ryan L. BuckleLPL Financial LLC
- Jesse S. BurchillLPL Financial LLC
- Allen J. ButlerPullen Investment Management
- James W. Campbell Jr.Edward Jones
- Karissa S. CampbellCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Mark G. CampbellMorgan Stanley
- John M. CamporaEdward Jones · Chartered Financial Consultant
- Jessica CamposMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gregory R. CapozziMML Investors Services, LLC
- William CarambelasAlpha Omega Financial · Certified Financial Planner, Chartered Financial Consultant
- Jennifer D. CarlsonStrategic Advisers LLC
- Garth J. CaseEdward Jones
- Daniel R. ChappiePeninsula Asset Management Inc. · Certified Financial Planner, Chartered Financial Analyst
- Keith ChatelLebenthal Global Advisors, LLC
- Patricia A. ChevalierLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jessica ChouCambridge Investment Research Advisors, Inc.
- Robert CliftonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Fernando Colon HernandezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paul ColteEquitable Advisors, LLC
- Joseph M. ConlinEden Capital Management, LLC
- Michael K. ConwayCetera Investment Advisers LLC · Certified Financial Planner
- Thomas R. CosinukeWells Fargo Clearing Services, LLC · Chartered Financial Consultant
- Trent CowiesonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jack E. CraigLPL Financial LLC
- Ellen A. CycotteMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John R. DaleyLifestyle Freedom Advisory Group, LLC
- Christopher W. DandrowMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paola M. De AzaCambridge Investment Research Advisors, Inc.
- Melissa A. De La PenaJ.P. Morgan Securities LLC
- Henry T. Debski Jr.Cambridge Investment Research Advisors, Inc.
- John R. DentonMorgan Stanley
- James M. DesmondMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathan J. Di RicoAmeriprise Financial Services, LLC · Certified Financial Planner
- Andrew J. DillMorgan Stanley
- Brian R. Dixon IIMariner
- Mark S. DolfisEquitable Advisors, LLC
- Louise R. DownMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew A. DoyleMd Investment Advisors
- Nicholas J. DrizosHorizon Wealth Advisors
- Madelyn DucharmeJ.P. Morgan Securities LLC
- Carilyn M. EanesMorgan Stanley
- Richard C. EatonMorgan Stanley
- Charles F. Elzer IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alejandro Eslava CortesWells Fargo Clearing Services, LLC
- John R. FarrallLPL Financial LLC
- Karissa FavazzaCambridge Investment Research Advisors, Inc.
- Samantha I. FernandezRaymond James Financial Services Advisors, Inc.
- Joshua D. FitzmorrisCambridge Investment Research Advisors, Inc.
- Frank A. FontanellaFisher Investments
- Chad FrattoLPL Financial LLC
- Janice FrenchEdward Jones
- James M. FrieryOsaic Wealth, Inc.
- Kimberly V. FryeThrivent Investment Management Inc.
- Tracey K. GannerState Farm Investment Management Corp. · Chartered Financial Consultant
- Andrew C. GarbariniStrategic Advisers LLC
- Joshua GarfinStrategic Advisers LLC · Certified Financial Planner
- Alexander G. GarnerCambridge Investment Research Advisors, Inc.
- Jeffrey C. GartmanRaymond James & Associates, Inc.
- Philip V. GauntlettCetera Investment Advisers LLC
- Yann GehanEdward Jones
- Matthew R. GelmanFefa Financial
- Jim G. GermerCetera Investment Advisers LLC
- Andrew J. GerthMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel L. GilmoreRaymond James Financial Services Advisors, Inc.
- Andrew M. GipsonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Christopher GleberAmeriprise Financial Services, LLC
- James GleichowskiCambridge Investment Research Advisors, Inc.
- Ryan GleichowskiCambridge Investment Research Advisors, Inc.
- Richard D. GodfreyCambridge Investment Research Advisors, Inc.
- Richard D. Godfrey IICambridge Investment Research Advisors, Inc.
- Frederic GoldenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joshiwa F. GrahamCambridge Investment Research Advisors, Inc.
- Elwood F. Gross IIIEdward Jones · Certified Financial Planner
- Thomas E. GrubbMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joanne M. HaleCambridge Investment Research Advisors, Inc.
- Cindy L. HallMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William K K. HarmuthUBS Financial Services Inc.
- Paul S. HarrisCambridge Investment Research Advisors, Inc.
- Stuart B. HawCetera Investment Advisers LLC
- Bruce A. HearonHearon Advisory Group, LLC
- Brian M. HensleyStrategic Advisers LLC · Certified Financial Planner
- Odot I. HodgesEdward Jones
- Virginia A. HoffmanErnst & Young Investment Advisers LLP · Certified Financial Planner
- Jay T. HoffmeisterAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Amanda M. HolmesLPL Financial LLC
- Emmalee G. HolmesMorgan Stanley
- John E. HornbergerEdward Jones · Certified Financial Planner
- John A. HuffmanMorgan Stanley
- Alan B. Irving IILPL Financial LLC
- Nicholas A. IrvingLPL Financial LLC
- Sarah B. JacksonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brett R. JacobsKestra Advisory Services, LLC
- Keith A. JaworskiFortis Capital Advisors, LLC · Chartered Financial Analyst
- Stephen T. JeromeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Shawn M. JohnsonMai Capital Management, LLC · Chartered Financial Consultant
- Joshua J. JuellFifth Third Securities, Inc.
- Laurie A. KatzGrayscale Advisors
- Gary W. KellerIndependent Financial Group, LLC · Certified Financial Planner
- Joseph H. Kennedy Jr.Ameriprise Financial Services, LLC
- Wendy KesterUBS Financial Services Inc.
- Jason KintnerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jiles E. KirklandConcurrent Investment Advisors, LLC
- Paul J. KoepferSummit Financial Advisors · Certified Financial Planner
- Thomas J. KornettCetera Investment Advisers LLC
- Dennis T. KrukMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kenneth H. KubikMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eric J. KucheraCypress Stone Capital LLC
- Joseph M. La BreeAmeriprise Financial Services, LLC
- Jeffrey D. LashwayWells Fargo Clearing Services, LLC · Certified Financial Planner
- Robert M. LatessaMorgan Stanley
- Blaine W. LaverickPrincipal Securities, Inc.
- Tod LebedaJ.P. Morgan Securities LLC · Certified Financial Planner
- Jennifer R. LeeCambridge Investment Research Advisors, Inc.
- Andrew C. Lerda-PlogPinnacle Advisors · Certified Financial Planner
- Adam G. LewisLPL Financial LLC
- Brady A. LindauerStrategic Advisers LLC
- James F. Lohnes IICetera Investment Advisers LLC
- Oscar E. Lopez GutierrezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jacqueline LucknerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Herbert H. LudlamMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edward H. LueckeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Patrick W. MackeyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Adham MakkiFifth Third Securities, Inc. · Certified Financial Planner
- Joseph J. MaldonadoEquitable Advisors, LLC
- Silvia E. MarcelenoCambridge Investment Research Advisors, Inc.
- Joel E. MariusOsaic Wealth, Inc.
- William MarshWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jason J. MasielloEdward Jones
- Joseph J. MaslarMaslar Financial
- Kasie MaxeyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lindsey McCarthyStrategic Advisers LLC
- Patrick J. McCaskillJ.P. Morgan Securities LLC
- Randall A. McDoleMd Investment Advisors
- Eric B. McNamaraPfs Investments Inc.
- Katie L. McPartlandWells Fargo Clearing Services, LLC · Certified Financial Planner
- Randle M. McSwainEdward Jones · Certified Financial Planner
- Rebecca S. McSwainEdward Jones · Chartered Financial Consultant
- Lisa J. MenkeLPL Financial LLC
- Jennifer MennelStrategic Advisers LLC
- Brian S. MillerPeninsula Asset Management Inc.
- Andrew D. MinorMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kirstin A. MinorMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas M. MitchellLPL Financial LLC
- Scott R. MohlerLPL Financial LLC
- Kevin P. MoleskyBlackrock Investment Management, LLC
- James M. MolinaroMorgan Stanley
- Leon Montgomery IIILPL Financial LLC
- C G. MooreMoore Financial Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Richard J. MorrisMorgan Stanley
- William S. MorrisKcd Financial, Inc.
- James F. Morrison IIIEdward Jones · Certified Financial Planner
- Kelli J. MorrisonMorgan Stanley
- Ryan T. MoseleyLPL Financial LLC · Chartered Financial Analyst
- Daniel P. MurphySummit Financial, LLC · Certified Financial Planner
- Tram N. NguyenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey A. NydickRaymond James & Associates, Inc.
- William W. OckermanEden Capital Management, LLC
- Jeffry OlsonWells Fargo Advisors Financial Network, LLC
- Denise G. OttenOsaic Wealth, Inc.
- Laurie E. PageLPL Financial LLC
- Michael J. PalenLPL Financial LLC
- Joseph A. PalletLPL Financial LLC · Certified Financial Planner
- Chris F. ParkerParker Financial Planning, LLC. · Certified Financial Planner
- Sonia K. PatelConcurrent Investment Advisors, LLC
- Donald J. PaxtonCambridge Investment Research Advisors, Inc.
- Jeffrey D. PayneRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
- Stephen L. PeloquinLPL Financial LLC
- Darin J. PierceCommonwealth Financial Network
- Kristina L. PinoMorgan Stanley
- Gary W. PlumMorgan Stanley
- Charles T. Polis IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joshua PottsCambridge Investment Research Advisors, Inc.
- Andre E. PrincePfs Investments Inc.
- Tyler J. PullenPullen Investment Management · Chartered Financial Analyst
- Bonnie S. RaneyTruist Advisory Services, Inc.
- Anthony J. RazzanoRazzano Investment Management
- Thomas E. Redden IIIJ.P. Morgan Securities LLC
- Anisa RedheadStrategic Advisers LLC
- Vincent RehfeldtCetera Investment Advisers LLC
- Jerry C. ReimerThrivent Investment Management Inc.
- Alan S S. ReisfieldUBS Financial Services Inc.
- Mauricio ReyesQuality Financial Planning LLC
- Michael H. ReynoldsMaverick Private Wealth LLC
- Jonathan G. RisslerEdward Jones · Certified Financial Planner
- Jose Rivas EspinozaJ.P. Morgan Securities LLC
- Craig A. RoncaioliRedhawk Wealth Advisors, Inc. · Chartered Financial Consultant
- Lawrence P. RoseLPL Enterprise, LLC
- Michele Samuels El-AmraniPfs Investments Inc.
- Rick D. SchofieldMoney Concepts Capital Corp. · Chartered Financial Consultant
- Kathleen J. ScholzLPL Financial LLC
- Clifford J. SchulzMorgan Stanley
- Edward J. Semmerling IVEdward Jones · Certified Financial Planner
- Steven T. SetchfieldSetchfield Asset Management
- Kelly SeverFifth Third Securities, Inc.
- Jamie M. ShapiroMorgan Stanley
- Timothy J. ShaughnessyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jesse L. ShawCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Corey D. SherkEdward Jones · Certified Financial Planner
- Gardner SherrillCommonwealth Financial Network · Certified Financial Planner
- Joel C. SimsCambridge Investment Research Advisors, Inc.
- Karen J. SitesJ.P. Morgan Securities LLC
- Brian P. SmithCetera Investment Advisers LLC
- Nicole M. SmithLPL Financial LLC
- Murray Snow IIIMorgan Stanley
- Kimberly S. SnyderRaymond James & Associates, Inc.
- Matthew G. SorishoConcurrent Investment Advisors, LLC
- Kaileigh A. SparksMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gregory M. StahlLPL Financial LLC · Certified Financial Planner
- Tyler StephenWells Fargo Clearing Services, LLC
- Ryan StevensAmeriprise Financial Services, LLC
- Brittany H. StewartEdward Jones · Certified Financial Planner
- Nicolina A. StewartCma Advisors, Inc. · Chartered Financial Consultant
- Jeffrey L. StolzerCambridge Investment Research Advisors, Inc.
- Michael StoneCambridge Investment Research Advisors, Inc.
- Warren H. StraussLPL Financial LLC
- Mark A. SwainState Farm Investment Management Corp.
- Amanda L. TabachnickAmeriprise Financial Services, LLC
- John B. Tucker IIIEdward Jones · Certified Financial Planner
- Lisa A. TurnerWells Fargo Clearing Services, LLC
- Markian T. UkrainskyjCovenant Asset Management, LLC · Chartered Financial Analyst
- Samuel Uribe-PalaciosCambridge Investment Research Advisors, Inc.
- Isaac J. ValleyEdward Jones · Certified Financial Planner
- Brent A. Van EerdenEdward Jones
- Harrison P. VandernoordEdward Jones
- Brooks D. VanderzeeUnited Planners' Financial Services Of America A Limited Partner
- Cornelius J. Vaughan IVCambridge Investment Research Advisors, Inc.
- Austin VillodasLPL Financial LLC
- Christopher M. ViningMorgan Stanley
- John R. VitaMorgan Stanley
- Reese D. VitaMorgan Stanley
- Dianna M. WeaverTruist Advisory Services, Inc.
- Jessica M. WeissPlancorp, LLC · Certified Financial Planner
- Jeffrey M. WelshOsaic Wealth, Inc.
- Joseph H. WestendorfCetera Investment Advisers LLC
- David C. WhaleyAmeriprise Financial Services, LLC
- Eric A. WilliamsRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jacob M. WilliamsCambridge Investment Research Advisors, Inc.
- Daniel W. WoodLPL Financial LLC
- Jordan D. WrightCambridge Investment Research Advisors, Inc.
- Ryan M. YoungSynovus Securities, Inc. · Certified Financial Planner
- Chris M. ZabawskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- George J. ZeckHarbour Investments, Inc.
- Paul B. ZeitzMonarch Asset Management 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 268Aventura 265Stuart 265Vero Beach 250Saint Petersburg 248
Questions
How many financial advisors are in Bradenton, FL?
267 investment adviser representatives are registered at firm offices in Bradenton, Florida, according to the SEC's Investment Adviser Public Disclosure records. 213 of them are also registered as broker representatives, and 42 list the CFP designation.
Which firm has the most financial advisors in Bradenton?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 32 registered advisors in Bradenton, followed by Cambridge Investment Research Advisors, Inc. with 30.
How do I check a financial advisor in Bradenton?
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.