Financial ADVSR advisor directory · SEC adviser records
Capacuity LLC financial advisors in Lake Mary, FL
Every SEC-registered investment adviser representative at a Capacuity LLC office in Lake Mary, A to Z.
9 registered advisors work at Capacuity LLC in Lake Mary, out of 10 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Capacuity LLC advisors in Lake Mary, A to Z
Every Capacuity LLC advisor →- Peter S. CahallInvestment adviser rep
- Thomas A. CookChartered Financial Analyst · Also a broker rep
- Jorge R. FrigulsInvestment adviser rep
- Bryant W. KirkAlso a broker rep
- Robert W. Little Jr.Chartered Financial Analyst
- Mendel A. MelzerChartered Financial Analyst
- Michael A. PorterChartered Financial Consultant · Also a broker rep
- Kenneth P. Seybel Jr.Chartered Financial Analyst
- Bert P. WardCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
Capacuity LLC advisors in every city and state →Capacuity LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capacuity LLC advisors in other cities
Other firms in Lake Mary
All Lake Mary advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Newport Group Consulting, LLC 19Wells Fargo Clearing Services, LLC 10Raymond James Financial Services Advisors, Inc. 8Jackson Wealth Management, LLC 7Shariaportfolio, Inc. 7Collaborative Wealth 6LPL Financial LLC 6Qtr Family Wealth, LLC 6MML Investors Services, LLC 5Cwm, LLC 4Park Avenue Securities LLC 4
Questions
How many financial advisors does Capacuity LLC have in Lake Mary?
9 investment adviser representatives are registered at Capacuity LLC offices in Lake Mary, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Capacuity LLC one of the largest advisor employers in Lake Mary?
Capacuity LLC ranks number 4 in Lake Mary by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 19.
How do I check a Capacuity LLC advisor in Lake Mary?
Each advisor below links to a profile with their registrations, exams, designations 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 Capacuity LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.