Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Port Saint Lucie, FL
Every SEC-registered investment adviser representative at a firm office in Port Saint Lucie, with the firms that employ the most of them.
20 registered advisors work in Port Saint Lucie; the most are at Cetera Investment Advisers LLC (3). 3 list the CFP designation and 17 are also registered broker representatives.
Firms with the most advisors in Port Saint Lucie
| Firm | Advisors in Port Saint Lucie |
|---|---|
| Cetera Investment Advisers LLC news | 3 |
| Park Avenue Securities LLC | 3 |
| Wells Fargo Clearing Services, LLC news | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 2 |
| Truist Advisory Services, Inc. news | 2 |
| Ally Invest Advisors | 1 |
| Brookstone Capital Management LLC | 1 |
| Cetera Planning Partners news | 1 |
| Cpr Financial & Insurance Services, Inc. | 1 |
| Empower Advisory Group, LLC | 1 |
| Investing Forever Advisory | 1 |
| LPL Financial LLC news | 1 |
| Lincoln Investment | 1 |
Advisors in Port Saint Lucie, A to Z
CFP advisors in Port Saint Lucie →- David J. BanackTruist Advisory Services, Inc.
- Lisa G. BrumfieldLincoln Investment
- Donald R. DeslauriersLPL Financial LLC
- Michael EffronPark Avenue Securities LLC
- Joseph FuschilloPark Avenue Securities LLC
- Jamie C. GoreAlly Invest Advisors
- Somphavanh Inthisane-LovanhMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gregory P. MatheyTruist Advisory Services, Inc.
- Wayne R. MattolaWells Fargo Clearing Services, LLC
- Manuel MenendezCpr Financial & Insurance Services, Inc.
- William MondragonEmpower Advisory Group, LLC
- Trishul PatelInvesting Forever Advisory · Certified Financial Planner
- William G. PembrokeCetera Investment Advisers LLC
- Ambika RamdehalBrookstone Capital Management LLC
- Joseph R. RoddyPark Avenue Securities LLC
- Kathleen E. SmallCetera Investment Advisers LLC · Certified Financial Planner
- Joshua K. SobasWells Fargo Clearing Services, LLC
- Jeffrey SteinbergCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Randy VasquezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Monica A. VosWells Fargo Clearing Services, 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 Port Saint Lucie, FL?
20 investment adviser representatives are registered at firm offices in Port Saint Lucie, Florida, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Port Saint Lucie?
Cetera Investment Advisers LLC, with 3 registered advisors in Port Saint Lucie, followed by Park Avenue Securities LLC with 3.
How do I check a financial advisor in Port Saint Lucie?
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.