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Financial ADVSR advisor directory · SEC adviser records

Investment Advisory Group LLC financial advisors in Sarasota, FL

Every SEC-registered investment adviser representative at a Investment Advisory Group LLC office in Sarasota, A to Z.

The short answer

3 registered advisors work at Investment Advisory Group LLC in Sarasota, out of 5 at the firm nationwide; it ranks number 51 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.

Investment Advisory Group LLC advisors in Sarasota, A to Z

Every Investment Advisory Group LLC advisor →

Investment Advisory Group LLC advisors in every city and state →Investment Advisory Group LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Investment Advisory Group LLC advisors in other cities

Hanover, MA 2

Other firms in Sarasota

All Sarasota advisors →

Morgan Stanley 91Wells Fargo Clearing Services, LLC 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 37LPL Financial LLC 34Strategic Advisers LLC 34Ameriprise Financial Services, LLC 23RBC Capital Markets, LLC 23Raymond James & Associates, Inc. 23Edward Jones 22Florida Financial Advisors, LLC 21Mariner 20Charles Schwab & Co., Inc. 19

Questions

How many financial advisors does Investment Advisory Group LLC have in Sarasota?

3 investment adviser representatives are registered at Investment Advisory Group LLC offices in Sarasota, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Is Investment Advisory Group LLC one of the largest advisor employers in Sarasota?

Investment Advisory Group LLC ranks number 51 in Sarasota by registered advisors; Morgan Stanley has the most, with 91.

How do I check a Investment Advisory Group LLC advisor in Sarasota?

Each advisor below links to a profile with their registrations, exams, designations 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 Investment Advisory Group LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.