Financial ADVSR advisor directory · SEC adviser records
Kaufman Rossin Wealth, LLC financial advisors in Miami, FL
Every SEC-registered investment adviser representative at a Kaufman Rossin Wealth, LLC office in Miami, A to Z.
The short answer
4 registered advisors work at Kaufman Rossin Wealth, LLC in Miami, out of 5 at the firm nationwide; it ranks number 107 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.
Kaufman Rossin Wealth, LLC advisors in Miami, A to Z
Every Kaufman Rossin Wealth, LLC advisor →- Ashlea H. AyerCertified Financial Planner · Also a broker rep
- Michael J. CanteroCertified Financial Planner
- Maria Elizabeth LacasaCertified Financial Planner · Also a broker rep
- Darin K. SchatzmanAlso a broker rep
Kaufman Rossin Wealth, LLC advisors in every city and state →Kaufman Rossin Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Kaufman Rossin Wealth, LLC advisors in other cities
Other firms in Miami
All Miami advisors →Morgan Stanley 414J.P. Morgan Securities LLC 401Merrill Lynch, Pierce, Fenner & Smith Incorporated 272Citigroup Global Markets Inc. 231Insigneo Advisory Services, LLC 144UBS Financial Services Inc. 140Sanctuary Advisors, LLC 64Raymond James & Associates, Inc. 56Equitable Advisors, LLC 52Bbva Global Wealth Advisors, Inc. 40Efg Private Wealth Management (Americas) Corp. 40Hsbc Securities (USA) Inc. 36
Questions
How many financial advisors does Kaufman Rossin Wealth, LLC have in Miami?
4 investment adviser representatives are registered at Kaufman Rossin Wealth, LLC offices in Miami, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Is Kaufman Rossin Wealth, LLC one of the largest advisor employers in Miami?
Kaufman Rossin Wealth, LLC ranks number 107 in Miami by registered advisors; Morgan Stanley has the most, with 414.
How do I check a Kaufman Rossin Wealth, LLC advisor in Miami?
Each advisor below links to a profile with their registrations, exams, designations 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 Kaufman Rossin Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.