Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Ponte Vedra Beach, FL
Every SEC-registered investment adviser representative at a firm office in Ponte Vedra Beach, with the firms that employ the most of them.
The short answer
389 registered advisors work in Ponte Vedra Beach; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (76). 46 list the CFP designation and 330 are also registered broker representatives.
Firms with the most advisors in Ponte Vedra Beach
Advisors in Ponte Vedra Beach, A to Z (first 300 of 389)
CFP advisors in Ponte Vedra Beach →- Daniel J. AbelBlue Horizon Equity, Inc.
- David N. AdamsAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Jessica L. AdamsB&C Financial Advisors
- Jonathan P. AdamskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ornela AgolliStrategic Advisers LLC
- Ian M. AguilarMercer Global Advisors Inc. · Certified Financial Planner
- Christopher AitkenMorgan Stanley
- Charles A. AlbaneseMorgan Stanley
- Dawn L. AlexanderMorgan Stanley
- Alysha P. AmmermanRaymond James Financial Services Advisors, Inc.
- David B. AmmermanRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Brandon P. ArthursArthurs Wealth Management
- Michelle L. AshMercer Global Advisors Inc. · Certified Financial Planner
- Ryan D. AshleyMai Capital Management, LLC · Certified Financial Planner
- Alexander D. AwadUBS Financial Services Inc.
- Jonathan B. AwadUBS Financial Services Inc.
- Andrew C. BaggsMorgan Stanley
- Elizabeth M. BaileyMorgan Stanley
- Mark A. Ballenger IICertified Planning Services, LLC
- Troy L. BankstonAmeriprise Financial Services, LLC
- Amy C. BarrettRaymond James & Associates, Inc.
- Rushele BaughmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jennifer A. BaxterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lori D. BaylerSawgrass Asset Management LLC
- Loretta S. Beardeaux-ProulxJanney Montgomery Scott LLC
- Ryan J. BeckerOceanus Capital Partners, LLC · Chartered Financial Analyst
- Amber R. BennettRaymond James Financial Services Advisors, Inc.
- Jerome V. BennettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Todd D. BernsteinJanney Montgomery Scott LLC
- Ryan P. BeshanyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Julie L. BetoniIgnite Financial LLC · Certified Financial Planner
- Sarah R. BlackleyAmeriprise Financial Services, LLC
- Keith W. BladesRaymond James & Associates, Inc.
- Abraham BlockerJ.P. Morgan Securities LLC
- Darcie L. BlombergWells Fargo Clearing Services, LLC
- Dawn M. BloomJanney Montgomery Scott LLC
- Tina L. BodnarLPL Financial LLC
- Aimee L. BoggsRaymond James & Associates, Inc.
- Kelly C. BomarMorgan Stanley · Certified Financial Planner
- Iris J. BonetUBS Financial Services Inc.
- Jacqueline A. BosB&C Financial Advisors
- Jonathan BottaroB&C Financial Advisors · Certified Financial Planner
- Harold J. Bowen IIIBowen, Hanes & Co. Inc.
- Michael S. Bowles Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas J. BoydCoral Reef Advisors LLC
- Kyle J. BradyThepartners Wealth Management
- Patrick A. BrannamRaymond James & Associates, Inc.
- William L. BraudeJ.P. Morgan Securities LLC
- Ferol L. BrechlerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Carly J. BrennaltState Farm Investment Management Corp.
- Joshua A. BroadhurstMercer Global Advisors Inc. · Certified Financial Planner
- Angela BrownStrategic Advisers LLC
- Elverson L. Brown IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edward M. BuenagaAmeriprise Financial Services, LLC
- Nicholas L. BuglisiUBS Financial Services Inc.
- Rochelle K. BullenMorgan Stanley
- Brian J. BushMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Marissa CadizAmeriprise Financial Services, LLC
- Morgan K. CaltonMorgan Stanley
- John E. CambareriMorgan Stanley
- Andrew J. CampbellMorgan Stanley
- Trevor F. CanaliStrategic Advisers LLC
- James D. CargillUBS Financial Services Inc.
- Joseph C. Carnley Jr.Truist Advisory Services, Inc. · Certified Financial Planner
- Peter J. CarrMorgan Stanley
- Claudia A. CastellanoRaymond James & Associates, Inc.
- Scott A. ChamberlayneWells Fargo Clearing Services, LLC
- Christopher ChampionStrategic Advisers LLC
- Vincent ChanStrategic Advisers LLC
- Wai L. ChanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gregory L. ChapasTruewater Wealth
- Hugh ChapmanJ.P. Morgan Securities LLC
- David F. Childers Jr.UBS Financial Services Inc.
- James P. ChippsMorgan Stanley
- William E. ChrabotCambridge Investment Research Advisors, Inc.
- Melissa E. ChurchwellRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Benjamin M. ClarkMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James ClarkMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan ClemensMorgan Stanley
- Janice M. CobbBlue Horizon Equity, Inc.
- Douglas F. CochraneMorgan Stanley
- Allan A. CohenB&C Financial Advisors · Certified Financial Planner
- Thomas A. ConaghanJanney Montgomery Scott LLC
- Lacey J. ConnerUBS Financial Services Inc.
- Scott D. ConroyWells Fargo Clearing Services, LLC
- David E. CooperMorgan Stanley
- Wade H. CorbettStrategic Advisers LLC
- Robert L. CorraoMorgan Stanley
- Steven J. CorraoMorgan Stanley
- Britton CottonJ.P. Morgan Securities LLC
- Gale R. CreightonSawgrass Asset Management LLC · Chartered Financial Analyst
- Charles A. CristinStrategic Advisers LLC
- Jason W. CrownoverWells Fargo Clearing Services, LLC
- John F. CunninghamRaymond James Financial Services Advisors, Inc.
- Dana R. CurrentMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael R. CushMorgan Stanley
- Joseph P. CusickMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Raymond D'AgostinoMorgan Stanley
- Pamela C. DavisMorgan Stanley
- William M. DavisSawgrass Asset Management LLC · Chartered Financial Analyst
- William E. DavisMorgan Stanley
- Blase A. De LeoTruist Advisory Services, Inc.
- Francesca R. DeemMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jennifer J. DehartStrategic Advisers LLC
- David J. DelucaMorgan Stanley
- Kevin C. DelvallePNC Wealth Management LLC · Certified Financial Planner
- Kellie P. DesrosiersVoya Financial Advisors, Inc.
- Christan K. DevriesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel G. DichterAmeriprise Financial Services, LLC
- Michael DiiorioJ.P. Morgan Securities LLC
- Francis J. DivitoUBS Financial Services Inc.
- Leslie R. DixMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Arthur D. DobosiewiczWells Fargo Clearing Services, LLC
- Jennifer DohertyAmeriprise Financial Services, LLC
- Daniel N. DollarStrategic Advisers LLC
- Racquel A. DomingoMorgan Stanley
- Kimberly B. DoucetteStrategic Advisers LLC
- Christian R. DouglasMorgan Stanley
- Anthony G. DoyleyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Melissa L. DukeMorgan Stanley
- William H. DukelowRaymond James & Associates, Inc.
- Michael DuncanStrategic Advisers LLC
- George A. DunnMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael M. DvorkinMai Capital Management, LLC
- Thomas L. Ellis Jr.B&C Financial Advisors
- Keola J. ElobtMai Capital Management, LLC
- Michael J. EmmertStrategic Advisers LLC
- Kevin T. EngelstadMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Vanessa FaisonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frances A. FattoriMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Richard L. Fetherolf IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Aaron S. FingerhutStrategic Advisers LLC
- Sutton R. FisherJ.P. Morgan Securities LLC
- Christopher R. FlickStrategic Advisers LLC
- Stephen T. FoodyWells Fargo Clearing Services, LLC
- Linda J. FortunatoRaymond James Financial Services Advisors, Inc.
- Robert R. FranskouskyLPL Financial LLC · Certified Financial Planner
- William FredaJ.P. Morgan Securities LLC
- Elizabeth S. FredekingMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David A. FurfineSawgrass Asset Management LLC · Chartered Financial Analyst
- William K. GainesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas M. Galvin Jr.Janney Montgomery Scott LLC
- J H. GatewoodMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kelly L. GegersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephanie M. GeisseTruist Advisory Services, Inc.
- Stephen J. GerekAlight Financial Advisors, LLC
- Charles D. GersbeckWells Fargo Clearing Services, LLC
- John GiachintaJ.P. Morgan Securities LLC
- Troy B. GibbsRaymond James & Associates, Inc.
- Liridon GilaSawgrass Asset Management LLC · Chartered Financial Analyst
- Nicholas H. GillespieRaymond James Financial Services Advisors, Inc.
- Rodger E. GoldmanJanney Montgomery Scott LLC
- Robert F. GollnickUBS Financial Services Inc.
- Sara E. GrahamRaymond James Financial Services Advisors, Inc.
- Kerry A. GrallMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John W. W. GrannisUBS Financial Services Inc.
- Jerome E. Grause Jr.Raymond James & Associates, Inc.
- Kirk L. GravelleTruist Advisory Services, Inc. · Certified Financial Planner
- Michael L. GravesJanney Montgomery Scott LLC
- David K. GreenMorgan Stanley
- Mia V. GreenfieldMorgan Stanley
- Ilise GreensteinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John D. GriffisTruist Advisory Services, Inc. · Certified Financial Planner
- Sean R. GuldiB&C Financial Advisors · Certified Financial Planner
- Abraham I. GutierrezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kathryn A. HallJ.P. Morgan Securities LLC
- Richard G. HanaKestra Advisory Services, LLC · Chartered Financial Consultant
- David G. HanveyUBS Financial Services Inc.
- William B. Hardegree IIIWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Trevor D. HarknessKestra Advisory Services, LLC · Certified Financial Planner
- Justin T. HarrisStrategic Advisers LLC
- Tyler HartmanMorgan Stanley
- George S. HaydenEagle Strategies LLC · Chartered Financial Consultant
- Heather E. HayesMorgan Stanley
- James G. HaynesWells Fargo Clearing Services, LLC
- T. Michael HayseRaymond James & Associates, Inc.
- Michael L. HaywardMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- Susan S. HedbergRaymond James & Associates, Inc.
- Rene HernandezArete Wealth Advisors, LLC
- Nathaniel R. HerringState Farm Investment Management Corp. · Chartered Financial Consultant
- Evonne T. HeykensWells Fargo Clearing Services, LLC
- Jason S. HiebenthalUBS Financial Services Inc.
- Rachel R. HigginsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Makenzie HochmanJ.P. Morgan Securities LLC
- Fabiola M. HookerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frank F. HoustonRaymond James & Associates, Inc.
- David M. HowardJ.P. Morgan Securities LLC
- Keith J. HuberMercer Global Advisors Inc.
- Chandler M. HuffmanRaymond James & Associates, Inc.
- David M. HuffmanRaymond James & Associates, Inc.
- Daniel A. HughesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Neil D. Hughes IIRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nick HullingRaymond James & Associates, Inc.
- Christopher R. HunterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles D. HymanHightower Advisors, LLC
- Stuart ImpeyBlue Horizon Equity, Inc.
- Thomas R. IsaacsRaymond James & Associates, Inc.
- Ashiqul IslamMorgan Stanley
- Carissa JacksonJ.P. Morgan Securities LLC
- Patricia L. JacksonState Farm Investment Management Corp. · Chartered Financial Consultant
- Karsten L. JacobsonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Tf M. JenkinsKestra Private Wealth Services, LLC
- Jamie JezikMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alexandria M. JohnsonMorgan Stanley
- Mark A. JonesRaymond James & Associates, Inc.
- Taylor C. JonesMorgan Stanley
- Naima N. JudgeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kimberly A. KaufmannMorgan Stanley
- Kellie A. KelleherB&C Financial Advisors
- Tracey J. KenneyMorgan Stanley
- Jennifer KenyonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joshua KettrenStrategic Advisers LLC
- Jennifer G. KingMercer Global Advisors Inc. · Certified Financial Planner
- Jared B. KnightKnight Financial Investments · Certified Financial Planner
- Thomas D. KypkeAmeriprise Financial Services, LLC
- Chad E. LabenzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles E. Layton IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David C. LeavittEdward Jones · Certified Financial Planner
- Christopher P. LeinThepartners Wealth Management
- Susan C. LemastersMorgan Stanley
- Homer LeonardJ.P. Morgan Securities LLC
- Ashley N. LizStrategic Advisers LLC
- David LyMorgan Stanley
- John LynchRockefeller Financial LLC · Certified Financial Planner
- Linda MacleodRaymond James & Associates, Inc.
- Thatcher MadellyJ.P. Morgan Securities LLC
- Robert C. MannersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew MarcinJ.P. Morgan Securities LLC · Chartered Financial Analyst
- Jaime A. MariscalMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jillian A. Martin O'NeilMos Capital, Inc.
- John P. MartinosCetera Investment Advisers LLC
- Rees MasonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scott MayerMorgan Stanley
- George W. Mays IIIRaymond James & Associates, Inc. · Certified Financial Planner
- Michael S. McCranieAmeriprise Financial Services, LLC
- Emily S. McCreaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas J. McDermottFulcrum Wealth Systems, LLC
- Ami D. McGowanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph E. McKinleyArete Wealth Advisors, LLC
- Samantha A. McMillanRaymond James & Associates, Inc.
- James McPartlandStrategic Advisers LLC
- Dean E. McQuiddySawgrass Asset Management LLC · Chartered Financial Analyst
- Meghan D. MillerMorgan Stanley
- Jennifer MirandaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ioannis K. MitsisMorgan Stanley
- Brian K. MonroeSawgrass Asset Management LLC
- William F. Moore Jr.Mos Capital, Inc.
- Eric P. MosesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Tyler NelsonRaymond James & Associates, Inc.
- Maximilian E. NeumayerFormation Wealth Management · Certified Financial Planner
- Howard J. NewmanJanney Montgomery Scott LLC
- Ansley R. NicholsonB&C Financial Advisors · Certified Financial Planner
- Patricia I. NicolauMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jordan S. NightingaleMai Capital Management, LLC · Certified Financial Planner
- Camille S. NobleTruist Advisory Services, Inc.
- Catherine L. NolanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Anca OakleyStrategic Advisers LLC · Certified Financial Planner
- Lawrence A. OakleyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher R. OberleyLPL Financial LLC
- Adam T. OertherB&C Financial Advisors · Certified Financial Planner
- Mary E. OlsenEdward Jones · Certified Financial Planner
- Kenneth OsborneMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Serena OstrowskyEdward Jones
- Ryan PacificoStrategic Advisers LLC
- Kendall S. ParkRaymond James & Associates, Inc. · Certified Financial Planner
- Austin T. ParkerMorgan Stanley
- Delroy G. ParkinsonAmeriprise Financial Services, LLC
- Jennifer PasterczykEdward Jones · Certified Financial Planner
- Leigh A. PeakMorgan Stanley
- Jose J. PenaAmeriprise Financial Services, LLC
- Todd A. PerkinsAmeriprise Financial Services, LLC
- Katherine J. PerknerMai Capital Management, LLC · Certified Financial Planner
- Emily PerlJ.P. Morgan Securities LLC
- Joshua P. PerlRaymond James & Associates, Inc.
- Charles C. PerryMai Capital Management, LLC
- Joshua D. PerssonStrategic Advisers LLC
- Nicholas C. PetrielloMorgan Stanley · Chartered Financial Analyst
- Andrew C. PheiffRaymond James Financial Services Advisors, Inc.
- John C. PiraneoUBS Financial Services Inc.
- Simone B. PitterRaymond James & Associates, Inc.
- Gerald A. PolcariStrategic Advisers LLC
- Jared E. PolicastroMorgan Stanley
- Thomas PollardJ.P. Morgan Securities LLC
- Lynn S. Polley-HoffmanRaymond James & Associates, Inc.
- Alexander R. PotenzaSkyview Financial Group, LLC
- Alexander J. PotenzaSkyview Financial Group, LLC
- Joseph L. PowandaJ.P. Morgan Securities LLC
- David PrizziaWells Fargo Clearing Services, LLC
- Elizabeth G. PropheteMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Karen V. RademeyerMorgan Stanley · Certified Financial Planner
- Dino J. RagazzoUBS Financial Services Inc.
- Bradley C. RamboRaymond James Financial Services Advisors, Inc.
- Nancy Y. Y. RatliffUBS Financial Services Inc.
- Ailena A. RayJ.P. Morgan Securities LLC
- Kimani M. RidleyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Patrick A. RileySawgrass Asset Management LLC · Chartered Financial Analyst
- Tyson RisingMorgan Stanley
- Patricia A. Rivera MarreroStrategic Advisers LLC
- Thomas RohloffWells Fargo Clearing Services, LLC
- Dennis M. RosaMorgan Stanley
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 399Ft. Lauderdale 310Pensacola 280Jupiter 270Melbourne 268Bradenton 267Aventura 265Stuart 265Vero Beach 250Saint Petersburg 248
Questions
How many financial advisors are in Ponte Vedra Beach, FL?
389 investment adviser representatives are registered at firm offices in Ponte Vedra Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 330 of them are also registered as broker representatives, and 46 list the CFP designation.
Which firm has the most financial advisors in Ponte Vedra Beach?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 76 registered advisors in Ponte Vedra Beach, followed by Morgan Stanley with 53.
How do I check a financial advisor in Ponte Vedra 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.