Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Saint Augustine, FL
Every SEC-registered investment adviser representative at a firm office in Saint Augustine, with the firms that employ the most of them.
The short answer
68 registered advisors work in Saint Augustine; the most are at Strategic Advisers LLC (13). 8 list the CFP designation and 59 are also registered broker representatives.
Firms with the most advisors in Saint Augustine
Advisors in Saint Augustine, A to Z
CFP advisors in Saint Augustine →- Samuel E. Acevedo SuarezFlorida Financial Advisors, LLC
- Jonathan D. AdamsJ.P. Morgan Securities LLC
- Renae M. AipleRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Zachary AlderEmpower Advisory Group, LLC
- Jason A. BanksStrategic Advisers LLC
- Andrew S. BenvenutoTruist Advisory Services, Inc.
- Blake L. BrantleyFlorida Financial Advisors, LLC
- Colten R. BrownFlorida Financial Advisors, LLC
- Andrew BurrellJ.P. Morgan Securities LLC
- Richard D. ChiarenzaLPL Financial LLC
- Nicholas ColonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Henry P. ConlonCreative Planning
- Frank P. CorsoCetera Investment Advisers LLC · Chartered Financial Consultant
- Andrew M. CorwinWells Fargo Clearing Services, LLC · Certified Financial Planner
- Margaret T. CostanzoFlorida Financial Advisors, LLC
- Allison L. CrickMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Patrick A. DidomenicoRaymond James Financial Services Advisors, Inc.
- Kristopher E. EdewaardEmpower Advisory Group, LLC
- Steven M. FrommOakwood Capital, Inc.
- Jorge L. GallegoFideleon Wealth Advisors LLC
- Alexander J. GausUBS Financial Services Inc.
- Chad A. GibbonsPark Avenue Securities LLC
- Seth M. GieselmanStrategic Advisers LLC
- Charles W. GillinghamRaymond James & Associates, Inc.
- Jeremy HallMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher M. HettTruist Advisory Services, Inc. · Chartered Financial Analyst
- Jessica HillStrategic Advisers LLC
- Michael A. HolzemRaymond James Financial Services Advisors, Inc.
- Dana M. HootenMorgan Stanley
- Kevin J. HoranStrategic Advisers LLC
- Cheryl L. ImperatoStrategic Advisers LLC
- Ryan H. JonesRaymond James & Associates, Inc.
- Damian M. KarasDignum Et Justum · Chartered Financial Analyst
- Valerie KiernanStrategic Advisers LLC
- Larry M. Kirk Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Deborah LennonEdward Jones
- Gregg H. LunsfordStrategic Advisers LLC
- John F. LynchMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tara L. MansonThrivent Investment Management Inc.
- Robert D. Markwalter IIPark Avenue Securities LLC
- Samuel C. McClureEmpower Advisory Group, LLC
- Shannon L. MillicanPlanmember Securities Corporation
- Dominic J. MinjaresFlorida Financial Advisors, LLC
- Michael MoceriStrategic Advisers LLC · Certified Financial Planner
- Anthony T. MoyerStrategic Advisers LLC
- Kent S. NorrisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nathaniel E. NuszMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephen M. ParkinAmeriprise Financial Services, LLC
- Yolanda PerdomoStrategic Advisers LLC
- Christian A. RamjohnJ.P. Morgan Securities LLC
- Devlin D. RootFirst Command Advisory Services
- Marcus C. RoweMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Francis Sanchez Jr.Edward Jones · Certified Financial Planner
- Scott SchlessCambridge Investment Research Advisors, Inc.
- Thomas Z. ScottStrategic Advisers LLC · Certified Financial Planner
- Nicholas P. SeymourFlorida Financial Advisors, LLC
- Jon P. ShieldsStrategic Advisers LLC
- Frank C. Speace Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Catherine L. StoneAmeriprise Financial Services, LLC · Certified Financial Planner
- Joseph B. StoreyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Russell E. SykesEmpower Advisory Group, LLC
- Victoria L. TiehenRaymond James & Associates, Inc.
- Kenneth R. Tucker Jr.LPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Kyle R. VellaTransamerica Retirement Advisors, LLC
- Anthony VignaliTruist Advisory Services, Inc.
- Arthur D. WamplerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Troy D. WhittleStrategic Advisers LLC
- Matthew E. WilliamsFlorida Financial Advisors, LLC
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 Saint Augustine, FL?
68 investment adviser representatives are registered at firm offices in Saint Augustine, Florida, according to the SEC's Investment Adviser Public Disclosure records. 59 of them are also registered as broker representatives, and 8 list the CFP designation.
Which firm has the most financial advisors in Saint Augustine?
Strategic Advisers LLC, with 13 registered advisors in Saint Augustine, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 10.
How do I check a financial advisor in Saint Augustine?
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.