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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Key Biscayne, FL

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

The short answer

22 registered advisors work in Key Biscayne; the most are at Citigroup Global Markets Inc. (8). 0 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Key Biscayne

FirmAdvisors in Key Biscayne
Citigroup Global Markets Inc. news8
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Albatroz Capital1
Belpointe Asset Management LLC1
Brickell Investments, LLC1
Frank Capital Partners LLC1
Fundamental Investment Services, LLC1
J.P. Morgan Securities LLC news1
Private Lane Capital, LLC1
Resolute Capital, LLC1
Strategic Advisers LLC1
Todo Capital, LLC1
Truist Advisory Services, Inc. news1
Trust Beyond Corp.1

Advisors in Key Biscayne, A to Z

Search all of Florida →

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 Key Biscayne, FL?

22 investment adviser representatives are registered at firm offices in Key Biscayne, Florida, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Key Biscayne?

Citigroup Global Markets Inc., with 8 registered advisors in Key Biscayne, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 2.

How do I check a financial advisor in Key Biscayne?

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.