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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Middleburg, FL

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

10 registered advisors work in Middleburg; the most are at Strategic Advisers LLC (5). 0 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Middleburg

FirmAdvisors in Middleburg
Strategic Advisers LLC5
Empower Advisory Group, LLC1
Integrity Alliance, LLC.1
State Farm Investment Management Corp.1
Thrivent Investment Management Inc.1
UBS Financial Services Inc. news1

Advisors in Middleburg, A to Z

Search all of Florida →

Other cities in Florida

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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 Middleburg, FL?

10 investment adviser representatives are registered at firm offices in Middleburg, Florida, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Middleburg?

Strategic Advisers LLC, with 5 registered advisors in Middleburg, followed by Empower Advisory Group, LLC with 1.

How do I check a financial advisor in Middleburg?

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.