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Financial ADVSR advisor directory · SEC adviser records

Balanz financial advisors in Coral Gables, FL

Every SEC-registered investment adviser representative at a Balanz office in Coral Gables, A to Z.

7 registered advisors work at Balanz in Coral Gables, out of 7 at the firm nationwide; it ranks number 22 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.

Balanz advisors in Coral Gables, A to Z

Every Balanz advisor →

Balanz advisors in every city and state →Balanz: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Coral Gables

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UBS Financial Services Inc. 115Morgan Stanley 103Raymond James & Associates, Inc. 80Merrill Lynch, Pierce, Fenner & Smith Incorporated 74Wells Fargo Clearing Services, LLC 56Oppenheimer & Co. Inc. 35Bradesco Global Advisors 23Snowden Capital Advisors LLC 21Amerant Investments, Inc. 19Evensky & Katz/Foldes Wealth Management 19We Family Offices 19Stifel, Nicolaus & Company, Incorporated 17

Questions

How many financial advisors does Balanz have in Coral Gables?

7 investment adviser representatives are registered at Balanz offices in Coral Gables, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

Is Balanz one of the largest advisor employers in Coral Gables?

Balanz ranks number 22 in Coral Gables by registered advisors; UBS Financial Services Inc. has the most, with 115.

How do I check a Balanz advisor in Coral Gables?

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 Balanz 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.