Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Longboat Key, FL
Every SEC-registered investment adviser representative at a firm office in Longboat Key, with the firms that employ the most of them.
The short answer
22 registered advisors work in Longboat Key; the most are at Edward Jones (3). 3 list the CFP designation and 12 are also registered broker representatives.
Firms with the most advisors in Longboat Key
| Firm | Advisors in Longboat Key |
|---|---|
| Edward Jones news | 3 |
| Century Business & Financial Services | 2 |
| J.P. Morgan Securities LLC news | 2 |
| Morgan Stanley news | 2 |
| Caim LLC | 1 |
| Hammer And Company LLC | 1 |
| LPL Enterprise, LLC news | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Mjp Wealth Advisors | 1 |
| Moneta Group Investment Advisors, LLC | 1 |
| RBC Capital Markets, LLC news | 1 |
| Silver Lake Advisory Partners, LLC | 1 |
| St Golia Planning, LLC | 1 |
| Stifel, Nicolaus & Company, Incorporated news | 1 |
| Tactical Investments | 1 |
| The Ameriflex Group | 1 |
| Total Wealth Planning And Management, Inc. | 1 |
Advisors in Longboat Key, A to Z
CFP advisors in Longboat Key →- David A. AmbreEdward Jones
- Jon-David BoweStifel, Nicolaus & Company, Incorporated
- Ronna S. CohenSilver Lake Advisory Partners, LLC
- Douglas M. Garback Sr.LPL Enterprise, LLC
- Stephen T. GoliaSt Golia Planning, LLC · Certified Financial Planner
- Michael J. HaasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark C. HammerHammer And Company LLC
- Ronald L. JavateJ.P. Morgan Securities LLC
- Michelle K. JohnsonEdward Jones · Certified Financial Planner
- James A. JudgeCentury Business & Financial Services
- Thomas H. JudgeCentury Business & Financial Services · Chartered Financial Consultant
- Dikran J. KadagianTactical Investments
- Brian J. KellyMorgan Stanley
- Henry C. Kochan Jr.The Ameriflex Group
- Catherine A. Maniscalco AveryCaim LLC
- Kim E. MeissnerEdward Jones
- Craig D. MeldahlTotal Wealth Planning And Management, Inc.
- Thomas A. PaulsonRBC Capital Markets, LLC
- Morton J. PotoffMjp Wealth Advisors
- Matthew T. SchmidtMorgan Stanley
- Daniel A. WestMoneta Group Investment Advisors, LLC · Certified Financial Planner
- Gennadiy YankivJ.P. Morgan Securities LLC
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 Longboat Key, FL?
22 investment adviser representatives are registered at firm offices in Longboat Key, Florida, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Longboat Key?
Edward Jones, with 3 registered advisors in Longboat Key, followed by Century Business & Financial Services with 2.
How do I check a financial advisor in Longboat Key?
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.