Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Longwood, FL
Every SEC-registered investment adviser representative at a firm office in Longwood, with the firms that employ the most of them.
44 registered advisors work in Longwood; the most are at Siler Wealth Management (4). 0 list the CFP designation and 24 are also registered broker representatives.
Firms with the most advisors in Longwood
| Firm | Advisors in Longwood |
|---|---|
| Siler Wealth Management | 4 |
| Equitable Advisors, LLC news | 3 |
| Strategic Advisers LLC | 3 |
| Tim Looney Investments, LLC | 3 |
| Avanti Wealth Management | 2 |
| Cetera Investment Advisers LLC news | 2 |
| Edward Jones news | 2 |
| G. A. Repple & Company | 2 |
| J. W. Cole Advisors, Inc. | 2 |
| LPL Financial LLC news | 2 |
| O'Toole Strategic Investments LLC | 2 |
| Raymond James Financial Services Advisors, Inc. news | 2 |
| Royal Palm Investment Advisors, Inc. | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Archer Investment Corporation | 1 |
| Arkadios Wealth Advisors | 1 |
| Financial Transparency | 1 |
| Foundations Investment Advisors LLC | 1 |
| Integrity Alliance, LLC. | 1 |
| Longview, Inc. | 1 |
| MML Investors Services, LLC | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Northwest Asset Management | 1 |
| Osaic Institutions, Inc. news | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Longwood, A to Z
Search all of Florida →- Patricia S. AhrendtRaymond James Financial Services Advisors, Inc.
- Jimmy BejaranoIntegrity Alliance, LLC.
- Joseph J. BilelloG. A. Repple & Company · Chartered Financial Consultant
- Charles T. Black Jr.Longview, Inc. · Certified Financial Planner
- William T. BoatmanJ. W. Cole Advisors, Inc.
- Russell C. Colbert Jr.Royal Palm Investment Advisors, Inc.
- Plamen DimitrovG. A. Repple & Company
- Kyle A. DoyleStrategic Advisers LLC
- James A. DuronioWilliam Mack & Associates Inc.
- William M. FarrellNorthwest Asset Management · Certified Financial Planner
- Fernando FernandezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nelson FernandezEquitable Advisors, LLC
- Brian M. FlanaganTim Looney Investments, LLC
- Douglas L. FlauteTlg Advisors, Inc. · Chartered Financial Consultant
- Marcus GilfordStrategic Advisers LLC
- H Dale GoembelArcher Investment Corporation
- James M. HasleyMML Investors Services, LLC
- Lauren JacobsCetera Investment Advisers LLC
- Kerrie L. Jensen SchwartzLPL Financial LLC
- Matthew E. JonesTalon LLC
- Dagean LarsenSiler Wealth Management
- Timothy G. LooneyTim Looney Investments, LLC
- Mark D. LoopLPL Financial LLC · Certified Financial Planner
- Matthew MarcusArkadios Wealth Advisors
- Cecilia A. McClureState Farm Investment Management Corp.
- John McCullyTim Looney Investments, LLC
- David J. MelnykOsaic Institutions, Inc. · Certified Financial Planner
- Caitlin M. O'TooleO'Toole Strategic Investments LLC
- Sean M. O'TooleO'Toole Strategic Investments LLC
- Sylvia C. PresleyCetera Investment Advisers LLC · Certified Financial Planner
- Cynthia L. PriceEquitable Advisors, LLC
- Matthew PriceEquitable Advisors, LLC
- Thomas R. RogersFinancial Transparency
- Jacob J. RothmanStrategic Advisers LLC
- Lee A. SilerSiler Wealth Management
- Phillip M. SmeltzerAmeriprise Financial Services, LLC
- Christopher SnivelyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Ronald H. Somers Jr.Foundations Investment Advisors LLC
- Andrew M. Vargo Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Victor Vega IIIJ. W. Cole Advisors, Inc.
- Chad E. VergasonSiler Wealth Management · Certified Financial Planner
- Nikki L. WardSiler Wealth Management · Certified Financial Planner
- Sammy J. WellsEdward Jones
- Matthew B. WestonEdward Jones
Other cities in Florida
All of Florida →Miami 3,211Tampa 3,101Jacksonville 2,411Boca Raton 1,653Orlando 1,446Palm Beach Gardens 1,305St. Petersburg 1,108Naples 1,097Coral Gables 986Sarasota 963Fort Lauderdale 742Winter Park 487West Palm Beach 482Clearwater 440Fort Myers 424Ponte Vedra Beach 418Ft. Lauderdale 316Pensacola 298Aventura 280Melbourne 278Bradenton 271Saint Petersburg 269Vero Beach 263Jupiter 262
Questions
How many financial advisors are in Longwood, FL?
44 investment adviser representatives are registered at firm offices in Longwood, Florida, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Longwood?
Siler Wealth Management, with 4 registered advisors in Longwood, followed by Equitable Advisors, LLC with 3.
How do I check a financial advisor in Longwood?
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.