Financial ADVSR advisor directory · SEC adviser records
Origin Investment Advisory LLC financial advisors in Sarasota, FL
Every SEC-registered investment adviser representative at a Origin Investment Advisory LLC office in Sarasota, A to Z.
The short answer
13 registered advisors work at Origin Investment Advisory LLC in Sarasota, out of 30 at the firm nationwide; it ranks number 22 in the city by advisors. 12 list the CFP designation and 0 are also registered broker representatives.
Origin Investment Advisory LLC advisors in Sarasota, A to Z
Every Origin Investment Advisory LLC advisor →- Andrew J. BencivengaCertified Financial Planner
- Peter G. BoboliaCertified Financial Planner, Chartered Financial Consultant
- Nycole B. FreerCertified Financial Planner
- As'Ad GouraniInvestment adviser rep
- James T. HornCertified Financial Planner
- Grant R. MaddoxCertified Financial Planner
- Donald D. MartiniCertified Financial Planner, Chartered Financial Analyst
- Crystal L. RauCertified Financial Planner
- Elizabeth M. RichardsonCertified Financial Planner, Personal Financial Specialist
- Jose V. SanchezCertified Financial Planner
- Mantas TautkusCertified Financial Planner
- Jiyao XuCertified Financial Planner, Chartered Financial Analyst
- Han XueCertified Financial Planner
Origin Investment Advisory LLC advisors in every city and state →Origin Investment Advisory LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Origin Investment Advisory LLC advisors in other cities
Austin, TX 1Bloomfield Hills, MI 1Buford, GA 1Cave Creek, AZ 1Cedar Falls, IA 1Colorado Springs, CO 1Cumming, GA 1Decatur, GA 1Emporium, PA 1Essexville, MI 1Houston, TX 1Miami, FL 1Middleburg, FL 1Mount Pleasant, SC 1Murray, UT 1
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 Origin Investment Advisory LLC have in Sarasota?
13 investment adviser representatives are registered at Origin Investment Advisory LLC offices in Sarasota, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 30 nationwide. 12 list the CFP designation and 0 are also registered as broker representatives.
Is Origin Investment Advisory LLC one of the largest advisor employers in Sarasota?
Origin Investment Advisory LLC ranks number 22 in Sarasota by registered advisors; Morgan Stanley has the most, with 91.
How do I check a Origin Investment Advisory 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 Origin Investment Advisory 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.