Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Milton, FL
Every SEC-registered investment adviser representative at a firm office in Milton, with the firms that employ the most of them.
15 registered advisors work in Milton; the most are at Park Avenue Securities LLC (3). 2 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Milton
| Firm | Advisors in Milton |
|---|---|
| Park Avenue Securities LLC | 3 |
| Eagle Strategies LLC | 2 |
| Empower Advisory Group, LLC | 1 |
| Knights Of Columbus Asset Advisors LLC | 1 |
| Navy Federal Investment Services, LLC | 1 |
| P.R. Curtman Investments LLC | 1 |
| Pfs Investments Inc. | 1 |
| Sentinel Investment Planning, LLC | 1 |
| State Farm Investment Management Corp. | 1 |
| Strategic Financial Concepts, LLC | 1 |
| Thrivent Investment Management Inc. | 1 |
| Truist Advisory Services, Inc. news | 1 |
Advisors in Milton, A to Z
CFP advisors in Milton →- Benjamin D. BoydPark Avenue Securities LLC
- Brittany L. BrowerTruist Advisory Services, Inc.
- Alex BrumbackNavy Federal Investment Services, LLC
- Eric B. CabanissState Farm Investment Management Corp.
- Paul R. CurtmanP.R. Curtman Investments LLC
- Ivan J. DelabruereKnights Of Columbus Asset Advisors LLC
- Alexander HoffmanEmpower Advisory Group, LLC
- Daniel M. KlugThrivent Investment Management Inc.
- Paul W. MattkeStrategic Financial Concepts, LLC
- Richard C. McCoolPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeremy D. ReederEagle Strategies LLC
- Margarita VazquezPfs Investments Inc.
- Bessann H. WatsonPark Avenue Securities LLC · Certified Financial Planner
- Randy L. WentzEagle Strategies LLC
- Anthony S. WilliamsSentinel Investment Planning, LLC
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 Milton, FL?
15 investment adviser representatives are registered at firm offices in Milton, Florida, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Milton?
Park Avenue Securities LLC, with 3 registered advisors in Milton, followed by Eagle Strategies LLC with 2.
How do I check a financial advisor in Milton?
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.