Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Saint Cloud, FL
Every SEC-registered investment adviser representative at a firm office in Saint Cloud, with the firms that employ the most of them.
The short answer
9 registered advisors work in Saint Cloud; the most are at Freedom Financial Management, Inc. (2). 2 list the CFP designation and 6 are also registered broker representatives.
Firms with the most advisors in Saint Cloud
| Firm | Advisors in Saint Cloud |
|---|---|
| Freedom Financial Management, Inc. | 2 |
| LPL Enterprise, LLC news | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Park Avenue Securities LLC | 1 |
| State Farm Investment Management Corp. | 1 |
| Stormathrive Wealth Management | 1 |
| Strategic Advisers LLC | 1 |
| Truist Advisory Services, Inc. news | 1 |
Advisors in Saint Cloud, A to Z
CFP advisors in Saint Cloud →- Rolland BasantFreedom Financial Management, Inc.
- Kevin J. DunleavyFreedom Financial Management, Inc. · Certified Financial Planner
- Bryan S. KormanLPL Enterprise, LLC
- Michael A. MurphyState Farm Investment Management Corp. · Chartered Financial Consultant
- Elizabeth C. PerezTruist Advisory Services, Inc.
- Dawn A. SpauldingPark Avenue Securities LLC
- Brandie M. StanfieldStrategic Advisers LLC
- Kevin M. WenkeStormathrive Wealth Management · Certified Financial Planner
- Kuaisheng ZhaoMerrill Lynch, Pierce, Fenner & Smith Incorporated
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 Cloud, FL?
9 investment adviser representatives are registered at firm offices in Saint Cloud, Florida, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Saint Cloud?
Freedom Financial Management, Inc., with 2 registered advisors in Saint Cloud, followed by LPL Enterprise, LLC with 1.
How do I check a financial advisor in Saint Cloud?
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.