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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Doral, FL

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

The short answer

28 registered advisors work in Doral; the most are at Citigroup Global Markets Inc. (5). 2 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Doral

FirmAdvisors in Doral
Citigroup Global Markets Inc. news5
Truist Advisory Services, Inc. news5
Osaic Wealth, Inc. news3
LPL Financial LLC news2
Ameriprise Financial Services, LLC news1
Capital Analysts1
Hormaza Capital Advisory, LLC1
Impact Partnership Wealth, LLC1
J.P. Morgan Securities LLC news1
Mariner Independent news1
Pfs Investments Inc.1
Rac Strategic Partners1
Raymond James & Associates, Inc. news1
Sanctuary Advisors, LLC1
Strategic Advisers LLC1
Td Private Client Wealth LLC1
Valle Financial Group1

Advisors in Doral, A to Z

CFP advisors in Doral →

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 Doral, FL?

28 investment adviser representatives are registered at firm offices in Doral, Florida, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Doral?

Citigroup Global Markets Inc., with 5 registered advisors in Doral, followed by Truist Advisory Services, Inc. with 5.

How do I check a financial advisor in Doral?

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.