Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Osprey, FL
Every SEC-registered investment adviser representative at a firm office in Osprey, with the firms that employ the most of them.
16 registered advisors work in Osprey; the most are at Ameriprise Financial Services, LLC (4). 4 list the CFP designation and 10 are also registered broker representatives.
Firms with the most advisors in Osprey
| Firm | Advisors in Osprey |
|---|---|
| Ameriprise Financial Services, LLC news | 4 |
| Accurate Wealth Management, LLC | 1 |
| Ascentis Independent Advisors, LLC | 1 |
| Capital Markets Services, LLC | 1 |
| Edward Jones news | 1 |
| Equitable Advisors, LLC news | 1 |
| Paracca Financial Group | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| Sarasota Capital Strategies,inc. | 1 |
| The Financial Preserve At Lonier Financial Advisory LLC | 1 |
| Thurston Hall Investment Research, LLC | 1 |
| Vestgen Advisors, LLC | 1 |
| Westminster Financial Advisory Corp. | 1 |
Advisors in Osprey, A to Z
CFP advisors in Osprey →- Donald D. BoucherWestminster Financial Advisory Corp.
- Toufik J. BouhamidEquitable Advisors, LLC
- Mark V. GardnerAmeriprise Financial Services, LLC
- Colton M. LightnerAscentis Independent Advisors, LLC · Certified Financial Planner
- Cynthiea M. LocalaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Michael LonierThe Financial Preserve At Lonier Financial Advisory LLC
- Blake G. LynnEdward Jones
- Max P. MickiewiczCapital Markets Services, LLC
- Kristin NelsonAmeriprise Financial Services, LLC
- Christopher A. NicholsAmeriprise Financial Services, LLC
- Donald M. ParaccaParacca Financial Group
- Thomas C. ReynoldsVestgen Advisors, LLC · Certified Financial Planner
- Dawn A. SteinertAccurate Wealth Management, LLC
- Anthony W. Welch Sr.Sarasota Capital Strategies,inc. · Certified Financial Planner, Chartered Financial Consultant
- Isabella WhaleyAmeriprise Financial Services, LLC
- Craig A. WolpertThurston Hall Investment Research, 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 Osprey, FL?
16 investment adviser representatives are registered at firm offices in Osprey, Florida, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Osprey?
Ameriprise Financial Services, LLC, with 4 registered advisors in Osprey, followed by Accurate Wealth Management, LLC with 1.
How do I check a financial advisor in Osprey?
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.