Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Coral Springs, FL
Every SEC-registered investment adviser representative at a firm office in Coral Springs, with the firms that employ the most of them.
113 registered advisors work in Coral Springs; the most are at Morgan Stanley (15). 19 list the CFP designation and 90 are also registered broker representatives.
Firms with the most advisors in Coral Springs
| Firm | Advisors in Coral Springs |
|---|---|
| Morgan Stanley news | 15 |
| LPL Financial LLC news | 9 |
| Osaic Wealth, Inc. news | 9 |
| Pfs Investments Inc. | 8 |
| Edward Jones news | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 5 |
| J.P. Morgan Securities LLC news | 4 |
| Prosperitus Wealth Advisors | 4 |
| Cetera Investment Advisers LLC news | 3 |
| Citigroup Global Markets Inc. news | 3 |
| Kris Lewicki & Associates, LLC | 3 |
| Oneseven | 3 |
| Principal Securities, Inc. | 3 |
| State Farm Investment Management Corp. | 3 |
| Truist Advisory Services, Inc. news | 3 |
| Wells Fargo Clearing Services, LLC news | 3 |
| Hornor, Townsend & Kent, LLC | 2 |
| Parallel Advisors, LLC | 2 |
| Strategic Advisers LLC | 2 |
| Wells Fargo Advisors Financial Network, LLC news | 2 |
| Atyant Capital Management Ltd. | 1 |
| Bhuta Wealth Management, LLC | 1 |
| Carrack Capital Inc. | 1 |
| Charles Schwab & Co., Inc. news | 1 |
| Client First Financial Advisors, LLC | 1 |
Advisors in Coral Springs, A to Z
CFP advisors in Coral Springs →- Sachin AgarwalCarrack Capital Inc. · Chartered Financial Analyst
- Jose A. AgostoJ.P. Morgan Securities LLC
- Nze P. AhanotuMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James P. Ambrose Jr.Morgan Stanley
- Sandra P. AndersonMorgan Stanley
- Kenneth P. ArnoldOneseven
- Jordan F. BarlettaKasmat Risk Management, LLC. · Certified Financial Planner
- Robert M. BarrettPfs Investments Inc.
- Joseph BartonPfs Investments Inc.
- Mahesh B. BhutaBhuta Wealth Management, LLC
- Richard S. BonchickPark Avenue Securities LLC
- Gabriel BustamanteLPL Financial LLC · Certified Financial Planner
- Rosalia L. CamardaMorgan Stanley
- Amara E. CamyLPL Financial LLC
- Regine CarismaPfs Investments Inc.
- Timothy M. ChurchHornor, Townsend & Kent, LLC
- Doris C. ClarkePfs Investments Inc.
- Jennifer CooperEdward Jones
- Jeffrey D. CosbyMorgan Stanley
- Todd A. CurrierEdward Jones
- Maxwell Demeritte Jr.Good Life Advisors, LLC
- Lenore F. DunlopMorgan Stanley
- Michelle DurnilEdward Jones
- Douglas J. EatonParallel Advisors, LLC
- Daniel ElmoreHornor, Townsend & Kent, LLC
- Jonathan E. FaberMorgan Stanley
- Jacalyn K. FerreiraParallel Advisors, LLC
- Kenneth S. FeyersSafety Of Principle Wealth Management, LLC
- Alex P. FouquetProsperitus Wealth Advisors
- Patrick W. FriderichPfs Investments Inc.
- Andrew L. FriedmanMorgan Stanley · Certified Financial Planner
- Robert M. FriedmanOsaic Wealth, Inc.
- Michael D. FrohmanMorgan Stanley
- Richard M. GaltState Farm Investment Management Corp. · Chartered Financial Consultant
- Melissa L. GerdesMorgan Stanley
- Paul F. GoldbachLPL Financial LLC
- Daniel B. GoldbergPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Richard E. GoldbergPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Orlando M. GrahamWells Fargo Clearing Services, LLC
- Alexander GrecoMML Investors Services, LLC
- Neil B. GreenbergOsaic Wealth, Inc.
- Hayes P. GriffinCetera Investment Advisers LLC · Certified Financial Planner
- Blake M. HallockMorgan Stanley
- Howard S. HechtmanOsaic Wealth, Inc.
- Craig HerbertCetera Investment Advisers LLC
- David F. HernandezWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mitchell H. HirschOneseven
- Brian A. HornOsaic Wealth, Inc. · Certified Financial Planner
- Terry C. HumesState Farm Investment Management Corp. · Chartered Financial Consultant
- Daniel T. Jankelunas Jr.Client First Financial Advisors, LLC · Certified Financial Planner
- Maxime F. Jean-LouisProsperitus Wealth Advisors
- David L. KanenKanen Wealth Management LLC
- Jubin KeyvanProfitable Financial Strategies · Certified Financial Planner
- Richard P. KieselOsaic Wealth, Inc.
- Ismail KiokoMorgan Stanley
- Michael L. KleinsteinTlg Advisors, Inc.
- Jeffrey R. KnightEagle Strategies LLC · Chartered Financial Consultant
- Theodore J. Kowalchuk Jr.Valmark Advisers, Inc. · Certified Financial Planner
- Duane R. LawrencePfs Investments Inc.
- Robert A. LenzLPL Financial LLC
- Giulio LeoneWells Fargo Clearing Services, LLC
- Mark N. LevinLPL Financial LLC · Certified Financial Planner
- Eric M. LewickiKris Lewicki & Associates, LLC
- Kristof S. LewickiKris Lewicki & Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
- Travis M. LewickiKris Lewicki & Associates, LLC · Certified Financial Planner
- Renee M. LewisLPL Financial LLC
- William R. Long IIIOsaic Wealth, Inc. · Certified Financial Planner
- Christopher A. MangiapaneCharles Schwab & Co., Inc.
- Jeffrey L. MarchittoOsaic Wealth, Inc.
- Carlos A. MassanaStrategic Advisers LLC
- Teresa M. McArdleMorgan Stanley
- Edward C. McCluskeyStrategic Advisers LLC
- William E. McConnellRaymond James Financial Services Advisors, Inc.
- Chanille McKinneyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Avi J. MeschPrincipal Securities, Inc. · Chartered Financial Consultant
- Barbara A. MikulskiMorgan Stanley
- Samantha MirandaCitigroup Global Markets Inc.
- Hakeem MuhammadEdward Jones
- Claudia N. MullinJ.P. Morgan Securities LLC
- Eduardo NavazaTruist Advisory Services, Inc.
- Rebecca C. NiccolsMorgan Stanley
- Charles PavlovMorgan Stanley
- Luis PerezCitigroup Global Markets Inc.
- Alberto Perez GonzalezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Beverly B. ProvostFr Financial Advisors LLC · Certified Financial Planner
- Frank T. PugliesePersonal Financial Profiles Inc.
- Sean J. RathOsaic Wealth, Inc.
- Kristin ReyesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Donald RiggPfs Investments Inc.
- Carlos A. RochaJ.P. Morgan Securities LLC
- Ruperto Roman JrCetera Investment Advisers LLC
- Nathan H. RosenbergLPL Financial LLC
- David T. RussoOsaic Wealth, Inc.
- Harry J. SammonsLPL Enterprise, LLC
- Michael SchaubenPianoforte Capital
- Ryan SchultzCitigroup Global Markets Inc.
- Katherine D. SeiterAtyant Capital Management Ltd.
- Howard W. ShapiroWells Fargo Advisors Financial Network, LLC
- Matthew P. SolaranaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mauricio SteinmannPfs Investments Inc.
- Robert J. SwensenJ.P. Morgan Securities LLC
- George T. TemelLPL Financial LLC · Certified Financial Planner
- Steven TurnerEdward Jones
- Christian E. UrbinaProsperitus Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
- Diego A. VelasquezKestra Advisory Services, LLC
- Joseph A. VieiraWells Fargo Advisors Financial Network, LLC
- Louise L. WallaceOneseven
- Joshua WaltonState Farm Investment Management Corp. · Chartered Financial Consultant
- Linda S. WeinsteinTruist Advisory Services, Inc.
- Steven J. WiltshireTruist Advisory Services, Inc.
- Andrew M. YaleLPL Financial LLC
- Barry S. YoungGradient Advisors, LLC
- Paul M. ZochProsperitus Wealth Advisors · Certified Financial Planner
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 Coral Springs, FL?
113 investment adviser representatives are registered at firm offices in Coral Springs, Florida, according to the SEC's Investment Adviser Public Disclosure records. 90 of them are also registered as broker representatives, and 19 list the CFP designation.
Which firm has the most financial advisors in Coral Springs?
Morgan Stanley, with 15 registered advisors in Coral Springs, followed by LPL Financial LLC with 9.
How do I check a financial advisor in Coral Springs?
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.