Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Pt St Lucie, FL
Every SEC-registered investment adviser representative at a firm office in Pt St Lucie, with the firms that employ the most of them.
2 registered advisors work in Pt St Lucie; the most are at Osaic Wealth, Inc. (2). 0 list the CFP designation and 2 are also registered broker representatives.
Firms with the most advisors in Pt St Lucie
| Firm | Advisors in Pt St Lucie |
|---|---|
| Osaic Wealth, Inc. news | 2 |
Advisors in Pt St Lucie, A to Z
Search all of Florida →- Francis P. MitchellOsaic Wealth, Inc.
- Howard RothsteinOsaic Wealth, Inc.
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 Pt St Lucie, FL?
2 investment adviser representatives are registered at firm offices in Pt St Lucie, Florida, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Pt St Lucie?
Osaic Wealth, Inc., with 2 registered advisors in Pt St Lucie.
How do I check a financial advisor in Pt St 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.