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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cocoa, FL

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

The short answer

17 registered advisors work in Cocoa; the most are at Edward Jones (4). 1 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in Cocoa

FirmAdvisors in Cocoa
Edward Jones news4
Cetera Investment Advisers LLC news2
J.P. Morgan Securities LLC news2
Ameriprise Financial Services, LLC news1
Arnold Insurance & Financial Services, LLC1
Exodus Wealth, LLC1
Jackson Private Wealth Management, Inc.1
Latitude Advisors, LLC1
Lloyd Financial Group LLC1
Proverbi Capital Advisors, LLC1
Strategic Advisers LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Cocoa, A to Z

CFP advisors in Cocoa →

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 Cocoa, FL?

17 investment adviser representatives are registered at firm offices in Cocoa, Florida, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Cocoa?

Edward Jones, with 4 registered advisors in Cocoa, followed by Cetera Investment Advisers LLC with 2.

How do I check a financial advisor in Cocoa?

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.