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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sanford, FL

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

The short answer

22 registered advisors work in Sanford; the most are at Edward Jones (5). 4 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Sanford

FirmAdvisors in Sanford
Edward Jones news5
Ae Wealth Management, LLC1
Cetera Investment Advisers LLC news1
Encompass More Asset Management LLC1
Gbc Investment Group1
Gradient Advisors, LLC1
Heartwood Financial Services1
J.P. Morgan Securities LLC news1
Kaltbaum Capital Management1
Knights Of Columbus Asset Advisors LLC1
LPL Financial LLC news1
MML Investors Services, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
Raymond James & Associates, Inc. news1
Robinhood Asset Management news1
State Farm Investment Management Corp.1
Strategic Advisers LLC1

Advisors in Sanford, A to Z

CFP advisors in Sanford →

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 Sanford, FL?

22 investment adviser representatives are registered at firm offices in Sanford, Florida, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Sanford?

Edward Jones, with 5 registered advisors in Sanford, followed by Ae Wealth Management, LLC with 1.

How do I check a financial advisor in Sanford?

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.