Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Cudjoe Key, FL
Every SEC-registered investment adviser representative at a firm office in Cudjoe Key, with the firms that employ the most of them.
The short answer
3 registered advisors work in Cudjoe Key; the most are at Cambridge Investment Research Advisors, Inc. (1). 1 list the CFP designation and 3 are also registered broker representatives.
Firms with the most advisors in Cudjoe Key
| Firm | Advisors in Cudjoe Key |
|---|---|
| Cambridge Investment Research Advisors, Inc. news | 1 |
| LPL Financial LLC news | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
Advisors in Cudjoe Key, A to Z
CFP advisors in Cudjoe Key →- Elizabeth Q. EntenmannMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Todd GermanLPL Financial LLC
- Harley L. KaplanCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Other cities in Florida
All of Florida →Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244
Questions
How many financial advisors are in Cudjoe Key, FL?
3 investment adviser representatives are registered at firm offices in Cudjoe Key, Florida, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Cudjoe Key?
Cambridge Investment Research Advisors, Inc., with 1 registered advisors in Cudjoe Key, followed by LPL Financial LLC with 1.
How do I check a financial advisor in Cudjoe Key?
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.