Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Ormond Beach, FL
Every SEC-registered investment adviser representative at a firm office in Ormond Beach, with the firms that employ the most of them.
The short answer
102 registered advisors work in Ormond Beach; the most are at Morgan Stanley (20). 16 list the CFP designation and 74 are also registered broker representatives.
Firms with the most advisors in Ormond Beach
Advisors in Ormond Beach, A to Z
CFP advisors in Ormond Beach →- Kyle R. AdamsHebert Investments
- Phillip AlexanderWells Fargo Advisors Financial Network, LLC
- Chad AndersonFifth Third Securities, Inc.
- Brandon R. BarrettElbrus Partners, LLC
- William P. BerezanskyThrivent Investment Management Inc.
- Wayne M. BernaNorthwestern Mutual Investment Services, LLC
- Andrea C. BishopTruist Advisory Services, Inc.
- Brandy A. BooneAmeriprise Financial Services, LLC
- Bruce S. BoyleCompass Financial Advisory Services, LLC
- Kevin K. BraunschweigerThrivent Investment Management Inc.
- Brent M. BuckmasterPlan To Prosper Wealth Management
- Lauren K. BurkhalterMorgan Stanley
- Patricia A. CabralMorgan Stanley
- Christine CappsWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Dennis J. CaseyRaymond James Financial Services Advisors, Inc.
- John R. CecereCompass Financial Advisory Services, LLC
- Elias J. ChaikinCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Serge P. D'AdeskyNorthstar Strategic Investments Inc.
- John R. DemersWells Fargo Advisors Financial Network, LLC
- Troy DenstonHolland Advisory Services, Inc. · Chartered Financial Consultant
- Anthony DiefendorfCharles Schwab & Co., Inc.
- Steven M. DigregorioConcurrent Investment Advisors, LLC
- John D. DowneyTruist Advisory Services, Inc. · Certified Financial Planner
- Jane S. EddyHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Simon M. FisherThrivent Investment Management Inc.
- Susan V. FrazierMorgan Stanley
- Jason D. FrederickEdward Jones
- Kerry C. GeaneasLevel Four Advisory Services
- William A. Grigat Jr.Cambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jaclyn A. HallPfs Investments Inc.
- Robert G. HallockStorms & Rowdon Financial Services, Inc.
- Karrie G. HarmanCambridge Investment Research Advisors, Inc.
- Richard E. Harman IIICambridge Investment Research Advisors, Inc.
- Suzan HarringtonMorgan Stanley
- Benjamin C. HartwickEdward Jones
- Anthony J. HayesHolland Advisory Services, Inc.
- Jenny M. HinkleHolland Advisory Services, Inc.
- Wesley D. HollanWells Fargo Advisors Financial Network, LLC
- David D. HollandHolland Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Zachary S. HollandHolland Advisory Services, Inc.
- Alonia S. HolmesMorgan Stanley
- Michael HoltEquitable Advisors, LLC
- William H. HooverFortis Capital Advisors, LLC
- Michael J. HornWells Fargo Advisors Financial Network, LLC
- Madeleine J. HubbardCompass Financial Advisory Services, LLC
- Peter M. JansenWells Fargo Clearing Services, LLC
- Chad M. JohnsonMorgan Stanley
- Shivam KashanKnight Vision Capital LLC
- Adam R. KearneyMorgan Stanley
- Sabrina M. KellyMorgan Stanley
- Adam J. KennedyMorgan Stanley · Certified Financial Planner
- Christopher L. KlinckJ.P. Morgan Securities LLC
- Raymond S. KrutzPfs Investments Inc.
- Linda LampmanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Tonya L. LankfordMorgan Stanley
- Ryan S. LeeWells Fargo Clearing Services, LLC
- Jared LindStrategic Advisers LLC
- Dina L. MaruPfs Investments Inc.
- Kenneth P. McAfeeMorgan Stanley
- Willie B. McCaulleyFifth Third Securities, Inc.
- Katie S. MeyeringMorgan Stanley
- Jayne W. MillsMorgan Stanley
- Kristen N. MockTruist Advisory Services, Inc.
- Michael R. MorelliEquitable Advisors, LLC
- Jason MorganEdward Jones · Certified Financial Planner
- Kathryn L. MorrishMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Miranda R. MummaHolland Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Donald R. MurtaughThrivent Investment Management Inc.
- Sarah N. MyrickCompass Financial Advisory Services, LLC
- Paul NachtigalMorgan Stanley
- Beverly L. NeelHolland Advisory Services, Inc.
- Marc A. NilsenMorgan Stanley
- Erick J. PalaciosPlan To Prosper Wealth Management
- Richard M. PankratzBroadstreet Financial Advisers LLC · Certified Financial Planner
- Steven J. PantusoRaymond James & Associates, Inc. · Certified Financial Planner
- Chad M. ParsonsJ.P. Morgan Securities LLC · Certified Financial Planner
- James M. PenningtonCharles Schwab & Co., Inc.
- Angela A. PinkertonHolland Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Melodee S. PittsTruist Advisory Services, Inc.
- Guadalupe N. PoncianoPfs Investments Inc.
- Nicholas W. RadomskiCharles Schwab & Co., Inc.
- Debra L. ReardonTruist Advisory Services, Inc.
- Catherine A. ReillyMorgan Stanley
- Jennifer A. RichardsonMorgan Stanley
- Justin N. RiegeCharles Schwab & Co., Inc.
- Kurt T. RodriguezWells Fargo Clearing Services, LLC
- Tara A. SandersCompass Financial Advisory Services, LLC · Certified Financial Planner
- Matthew W. ScottMorgan Stanley
- Stuart L. SixmaMorgan Stanley
- Kris V. StockhammerLPL Financial LLC
- Keith J. StormsStorms & Rowdon Financial Services, Inc.
- Kevin E. SullivanEdward Jones · Chartered Financial Consultant
- Matthew D. SumrallHolland Advisory Services, Inc. · Certified Financial Planner
- Selin TimurMorgan Stanley
- Christine J. UtterTruist Advisory Services, Inc. · Certified Financial Planner
- Eugene VarelaStrategic Advisers LLC
- Robin VirdenWells Fargo Advisors Financial Network, LLC
- Danny A. Waller IIWells Fargo Advisors Financial Network, LLC
- Barry WhitakerTruist Advisory Services, Inc.
- Alyssa S. WilsonHolland Advisory Services, Inc.
- Mary Ann WilsonLPL Financial LLC · Personal Financial Specialist
- Connie L. WiltfongCapstone Investment Management LLC · Chartered Financial Consultant
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 Ormond Beach, FL?
102 investment adviser representatives are registered at firm offices in Ormond Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 74 of them are also registered as broker representatives, and 16 list the CFP designation.
Which firm has the most financial advisors in Ormond Beach?
Morgan Stanley, with 20 registered advisors in Ormond Beach, followed by Holland Advisory Services, Inc. with 10.
How do I check a financial advisor in Ormond 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.