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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Safety Harbor, FL

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

30 registered advisors work in Safety Harbor; the most are at Rogan & Associates (7). 0 list the CFP designation and 25 are also registered broker representatives.

Firms with the most advisors in Safety Harbor

FirmAdvisors in Safety Harbor
Rogan & Associates7
Osaic Wealth, Inc. news3
Cetera Investment Advisers LLC news2
Mfp Financial Services, LLC2
Principal Securities, Inc.2
Raymond James Financial Services Advisors, Inc. news2
Ameriprise Financial Services, LLC news1
Duncan Financial Planning Advisors1
Earner Wealth LLC1
Edward Jones news1
Falker Investments Inc.1
Gunn Financial Advisors, LLC1
Harbour Investments, Inc.1
LPL Financial LLC news1
Morgan Stanley news1
Reynolds Capital Management, Inc.1
Robinhood Asset Management news1
State Farm Investment Management Corp.1

Advisors in Safety Harbor, A to Z

Search all of Florida →

Other cities in Florida

All of Florida →

Miami 3,211Tampa 3,101Jacksonville 2,411Boca Raton 1,653Orlando 1,446Palm Beach Gardens 1,305St. Petersburg 1,108Naples 1,097Coral Gables 986Sarasota 963Fort Lauderdale 742Winter Park 487West Palm Beach 482Clearwater 440Fort Myers 424Ponte Vedra Beach 418Ft. Lauderdale 316Pensacola 298Aventura 280Melbourne 278Bradenton 271Saint Petersburg 269Vero Beach 263Jupiter 262

Questions

How many financial advisors are in Safety Harbor, FL?

30 investment adviser representatives are registered at firm offices in Safety Harbor, Florida, according to the SEC's Investment Adviser Public Disclosure records. 25 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Safety Harbor?

Rogan & Associates, with 7 registered advisors in Safety Harbor, followed by Osaic Wealth, Inc. with 3.

How do I check a financial advisor in Safety 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.