Financial ADVSR advisor directory · SEC adviser records
Financial advisors in New Smyrna Beach, FL
Every SEC-registered investment adviser representative at a firm office in New Smyrna Beach, with the firms that employ the most of them.
30 registered advisors work in New Smyrna Beach; the most are at Edward Jones (7). 3 list the CFP designation and 25 are also registered broker representatives.
Firms with the most advisors in New Smyrna Beach
Advisors in New Smyrna Beach, A to Z
CFP advisors in New Smyrna Beach →- Robert L. AlonzoEdward Jones
- Tyler R. ChestneyEdward Jones
- Casey H. ClarkAmeriprise Financial Services, LLC
- Rene J. CrespoWells Fargo Clearing Services, LLC
- John M. DelavanEdward Jones
- Jeffrey M. DickinsonRaymond James Financial Services Advisors, Inc.
- Mark S. FeldmanPrincipal Securities, Inc.
- Lesley W. GreenWells Fargo Clearing Services, LLC
- Jonathan A. HallRaymond James Financial Services Advisors, Inc.
- Michael D. Halsema Sr.Ae Wealth Management, LLC · Certified Financial Planner
- Stanley O. HarrisonState Farm Investment Management Corp. · Chartered Financial Consultant
- William B. HarrisonAe Wealth Management, LLC
- Richard K. HawesLPL Financial LLC
- Soo J. LeeWealth Planning Advisors LLC
- William McReynoldsTruist Advisory Services, Inc.
- Tiffany L. MeadEdward Jones
- Christopher M. MellonAmeriprise Financial Services, LLC
- Charles E. MerzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael R. Moore IIInspire Advisors, LLC
- Mary E. OlsenEdward Jones · Certified Financial Planner
- Russell OwenGray Lake Advisors
- Michael PolitowiczNorthwestern Mutual Investment Services, LLC
- Steven L. RichSignal Advisors Wealth, LLC
- Jonas A. RoddenberryEdward Jones · Certified Financial Planner
- Jason D. RoenLPL Financial LLC
- Constanze SchafstallJ.P. Morgan Securities LLC
- Bradley SchwartzTruist Advisory Services, Inc.
- Alan R. SollisEdward Jones
- Glenn S. StemplerLPL Financial LLC
- Ivan ValdesMML Investors Services, 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 New Smyrna Beach, FL?
30 investment adviser representatives are registered at firm offices in New Smyrna Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 25 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in New Smyrna Beach?
Edward Jones, with 7 registered advisors in New Smyrna Beach, followed by LPL Financial LLC with 3.
How do I check a financial advisor in New Smyrna Beach?
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.