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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Merritt Island, FL

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

38 registered advisors work in Merritt Island; the most are at Raymond James Financial Services Advisors, Inc. (6). 5 list the CFP designation and 32 are also registered broker representatives.

Firms with the most advisors in Merritt Island

FirmAdvisors in Merritt Island
Raymond James Financial Services Advisors, Inc. news6
Edward Jones news3
Robert W. Baird & Co. Incorporated news3
Wealth Care LLC3
Wells Fargo Clearing Services, LLC news3
Advisory Services Network2
LPL Financial LLC news2
Truist Advisory Services, Inc. news2
Ameriprise Financial Services, LLC news1
Arete Wealth Advisors, LLC1
Berthel, Fisher & Company Financial Services, Inc.1
Bfc Planning, Inc.1
Calton & Associates, Inc.1
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Gwn Securities Inc.1
J.P. Morgan Securities LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Rall Capital Management, Inc.1
Sowell Management1
Stirlingshire Investments1
Strategic Advisers LLC1

Advisors in Merritt Island, A to Z

CFP advisors in Merritt 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 Merritt Island, FL?

38 investment adviser representatives are registered at firm offices in Merritt Island, Florida, according to the SEC's Investment Adviser Public Disclosure records. 32 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Merritt Island?

Raymond James Financial Services Advisors, Inc., with 6 registered advisors in Merritt Island, followed by Edward Jones with 3.

How do I check a financial advisor in Merritt 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.