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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Davie, FL

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

41 registered advisors work in Davie; the most are at Osaic Wealth, Inc. (5). 8 list the CFP designation and 35 are also registered broker representatives.

Firms with the most advisors in Davie

FirmAdvisors in Davie
Osaic Wealth, Inc. news5
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Cetera Investment Advisers LLC news3
Strategic Advisers LLC3
State Farm Investment Management Corp.2
UBS Financial Services Inc. news2
Wells Fargo Clearing Services, LLC news2
Ameriprise Financial Services, LLC news1
Blackrock Investment Management, LLC1
Camerondowning, Inc.1
Deltasys Advisors LLC1
Edward Jones news1
First Command Advisory Services1
Impact Partnership Wealth, LLC1
Independent Advisor Alliance, LLC1
Insigneo Advisory Services, LLC1
Integrity Alliance, LLC.1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Moore Financial Planning Advisors, LLC1
Mouly Financial Management, Inc.1
Patterson Investments, Inc.1
Sedg Financial Services Corp.1
Synovus Securities, Inc.1
Thrivent Investment Management Inc.1

Advisors in Davie, A to Z

CFP advisors in Davie →

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 Davie, FL?

41 investment adviser representatives are registered at firm offices in Davie, Florida, according to the SEC's Investment Adviser Public Disclosure records. 35 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Davie?

Osaic Wealth, Inc., with 5 registered advisors in Davie, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 4.

How do I check a financial advisor in Davie?

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.