Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lake Suzy, FL
Every SEC-registered investment adviser representative at a firm office in Lake Suzy, with the firms that employ the most of them.
2 registered advisors work in Lake Suzy; the most are at Cetera Investment Advisers LLC (1). 1 list the CFP designation and 2 are also registered broker representatives.
Firms with the most advisors in Lake Suzy
| Firm | Advisors in Lake Suzy |
|---|---|
| Cetera Investment Advisers LLC news | 1 |
| Kestra Advisory Services, LLC news | 1 |
Advisors in Lake Suzy, A to Z
CFP advisors in Lake Suzy →- Michael W. CryanCetera Investment Advisers LLC · Certified Financial Planner
- Leslie A. Evans-DunnKestra Advisory Services, LLC
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 Lake Suzy, FL?
2 investment adviser representatives are registered at firm offices in Lake Suzy, Florida, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Lake Suzy?
Cetera Investment Advisers LLC, with 1 registered advisors in Lake Suzy, followed by Kestra Advisory Services, LLC with 1.
How do I check a financial advisor in Lake Suzy?
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.