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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Plantation Key, FL

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

The short answer

1 registered advisors work in Plantation Key; the most are at Uyana Partners LLC (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Plantation Key

FirmAdvisors in Plantation Key
Uyana Partners LLC1

Advisors in Plantation Key, A to Z

Search all of Florida →

Other cities in Florida

All of Florida →

Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244

Questions

How many financial advisors are in Plantation Key, FL?

1 investment adviser representatives are registered at firm offices in Plantation Key, Florida, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Plantation Key?

Uyana Partners LLC, with 1 registered advisors in Plantation Key.

How do I check a financial advisor in Plantation Key?

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.