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Financial ADVSR advisor directory · SEC adviser records

Intellus Advisors, LLC financial advisors in Naples, FL

Every SEC-registered investment adviser representative at a Intellus Advisors, LLC office in Naples, A to Z.

7 registered advisors work at Intellus Advisors, LLC in Naples, out of 8 at the firm nationwide; it ranks number 29 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Intellus Advisors, LLC advisors in Naples, A to Z

Every Intellus Advisors, LLC advisor →

Intellus Advisors, LLC advisors in every city and state →Intellus Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Intellus Advisors, LLC advisors in other cities

Sarasota, FL 1

Other firms in Naples

All Naples advisors →

Morgan Stanley 104Merrill Lynch, Pierce, Fenner & Smith Incorporated 96Wells Fargo Advisors Financial Network, LLC 56LPL Financial LLC 49Wells Fargo Clearing Services, LLC 46Cwa Asset Management Group 43Strategic Advisers LLC 39J.P. Morgan Securities LLC 34Moran Wealth Management, LLC 32UBS Financial Services Inc. 32Osaic Wealth, Inc. 26Raymond James & Associates, Inc. 25

Questions

How many financial advisors does Intellus Advisors, LLC have in Naples?

7 investment adviser representatives are registered at Intellus Advisors, LLC offices in Naples, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Intellus Advisors, LLC one of the largest advisor employers in Naples?

Intellus Advisors, LLC ranks number 29 in Naples by registered advisors; Morgan Stanley has the most, with 104.

How do I check a Intellus Advisors, LLC advisor in Naples?

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 Intellus Advisors, 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.