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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Palm Bay, FL

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

13 registered advisors work in Palm Bay; the most are at State Farm Investment Management Corp. (2). 3 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in Palm Bay

FirmAdvisors in Palm Bay
State Farm Investment Management Corp.2
Strategic Advisers LLC2
Cambridge Investment Research Advisors, Inc. news1
Edward Jones news1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Level Four Advisory Services1
MML Investors Services, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Pfs Investments Inc.1
Root Financial Partners1

Advisors in Palm Bay, A to Z

CFP advisors in Palm Bay →

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 Palm Bay, FL?

13 investment adviser representatives are registered at firm offices in Palm Bay, Florida, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Palm Bay?

State Farm Investment Management Corp., with 2 registered advisors in Palm Bay, followed by Strategic Advisers LLC with 2.

How do I check a financial advisor in Palm Bay?

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.