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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oldsmar, FL

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

The short answer

29 registered advisors work in Oldsmar; the most are at Cambridge Investment Research Advisors, Inc. (4). 4 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Oldsmar

FirmAdvisors in Oldsmar
Cambridge Investment Research Advisors, Inc. news4
Edward Jones news3
Camelot Wealth Management, LLC2
LPL Financial LLC news2
Osaic Wealth, Inc. news2
Rsa Capital2
Unified Wealth Management LLC2
Advisory Services Network1
Cetera Investment Advisers LLC news1
Citigroup Global Markets Inc. news1
Cortez Wealth Advisors LLC1
Focus Partners Wealth, LLC1
Invst, LLC1
Kestra Advisory Services, LLC news1
Knights Of Columbus Asset Advisors LLC1
PNC Wealth Management LLC1
Schwab Wealth Advisory, Inc. news1
Strategic Advisers LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Oldsmar, A to Z

CFP advisors in Oldsmar →

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 Oldsmar, FL?

29 investment adviser representatives are registered at firm offices in Oldsmar, Florida, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Oldsmar?

Cambridge Investment Research Advisors, Inc., with 4 registered advisors in Oldsmar, followed by Edward Jones with 3.

How do I check a financial advisor in Oldsmar?

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.