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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Marco Island, FL

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

The short answer

57 registered advisors work in Marco Island; the most are at Morgan Stanley (14). 8 list the CFP designation and 49 are also registered broker representatives.

Firms with the most advisors in Marco Island

FirmAdvisors in Marco Island
Morgan Stanley news14
Wells Fargo Clearing Services, LLC news6
Ameriprise Financial Services, LLC news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Raymond James & Associates, Inc. news3
Charles Schwab & Co., Inc. news2
Edward Jones news2
LPL Financial LLC news2
Anchor & Oak Wealth Advisors1
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Connecticut Wealth Management, LLC1
Creative Planning news1
Evolution Wealth Management Inc.1
Fifth Third Securities, Inc.1
J.P. Morgan Securities LLC news1
LPL Enterprise, LLC news1
Lebenthal Global Advisors, LLC1
Lynn H. Orr Capital Management Group, Inc.1
Osaic Wealth, Inc. news1
Prime Capital Financial1
RBC Capital Markets, LLC news1
Raymond James Financial Services Advisors, Inc. news1
Stifel, Nicolaus & Company, Incorporated news1
Strategic Advisers LLC1

Advisors in Marco Island, A to Z

CFP advisors in Marco Island →

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 Marco Island, FL?

57 investment adviser representatives are registered at firm offices in Marco Island, Florida, according to the SEC's Investment Adviser Public Disclosure records. 49 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Marco Island?

Morgan Stanley, with 14 registered advisors in Marco Island, followed by Wells Fargo Clearing Services, LLC with 6.

How do I check a financial advisor in Marco Island?

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.