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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Palm Harbor, FL

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

The short answer

127 registered advisors work in Palm Harbor; the most are at Morgan Stanley (44). 21 list the CFP designation and 99 are also registered broker representatives.

Firms with the most advisors in Palm Harbor

FirmAdvisors in Palm Harbor
Morgan Stanley news44
Osaic Wealth, Inc. news7
Raymond James & Associates, Inc. news7
LPL Financial LLC news6
Cetera Investment Advisers LLC news5
Strategic Advisers LLC5
Premier Private Wealth Management, LLC4
Raymond James Financial Services Advisors, Inc. news4
Financial Guidance Group, Inc.3
Sterling Bridge Financial Group LLC3
Brookstone Capital Management LLC2
Edward Jones news2
J.P. Morgan Securities LLC news2
Ameriprise Financial Services, LLC news1
Basile Financial Group, Inc.1
Bria Capital Group, LLC1
Brookstone Wealth Advisors, LLC1
Cathy A. Wagner, Cfp, Ria1
Commonwealth Financial Network news1
Equitable Advisors, LLC news1
Fifth Third Securities, Inc.1
G. A. Repple & Company1
Independent Financial Partners1
Ip Financial Advisory Services LLC1
J. W. Cole Advisors, Inc.1

Advisors in Palm Harbor, A to Z

CFP advisors in Palm Harbor →

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 Harbor, FL?

127 investment adviser representatives are registered at firm offices in Palm Harbor, Florida, according to the SEC's Investment Adviser Public Disclosure records. 99 of them are also registered as broker representatives, and 21 list the CFP designation.

Which firm has the most financial advisors in Palm Harbor?

Morgan Stanley, with 44 registered advisors in Palm Harbor, followed by Osaic Wealth, Inc. with 7.

How do I check a financial advisor in Palm Harbor?

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.