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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in San Antonio, FL

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

The short answer

8 registered advisors work in San Antonio; the most are at Strategic Advisers LLC (2). 2 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in San Antonio

FirmAdvisors in San Antonio
Strategic Advisers LLC2
Cerasus Advisors Inc.1
LPL Financial LLC news1
Osaic Wealth, Inc. news1
Principal Securities, Inc.1
Transamerica Retirement Advisors, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in San Antonio, A to Z

CFP advisors in San Antonio →

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 San Antonio, FL?

8 investment adviser representatives are registered at firm offices in San Antonio, Florida, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in San Antonio?

Strategic Advisers LLC, with 2 registered advisors in San Antonio, followed by Cerasus Advisors Inc. with 1.

How do I check a financial advisor in San Antonio?

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.