Financial ADVSR advisor directory · SEC adviser records
Financial advisors in South Miami, FL
Every SEC-registered investment adviser representative at a firm office in South Miami, with the firms that employ the most of them.
22 registered advisors work in South Miami; the most are at Firestone Capital Management Inc. (5). 5 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in South Miami
Advisors in South Miami, A to Z
CFP advisors in South Miami →- Michael E. AllendeBridge Generations Wealth Management
- Manuel Alonso IIIRaymond James Financial Services Advisors, Inc.
- Maykel BarriosTruist Advisory Services, Inc.
- Clay G. CampbellCampbell Capital Management Inc.
- Emanuele Gulino Jr.Osaic Wealth, Inc.
- David M. JullieOsaic Wealth, Inc.
- James E. Kaercher Jr.Osaic Wealth, Inc.
- Emma LarsonFirestone Capital Management Inc.
- Michele LitwinskiUBS Financial Services Inc.
- Isaac MaestreMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Anthony E. PoppeFirestone Capital Management Inc. · Certified Financial Planner, Chartered Financial Analyst
- Sean P. PrestonFirestone Capital Management Inc. · Chartered Financial Analyst
- Christine M. Quinones-SpurlingRaymond James Financial Services Advisors, Inc.
- Elisa R. SchvaneveldtBridge Generations Wealth Management · Certified Financial Planner
- David N. SmithBridge Generations Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Christopher A. StockertLPL Financial LLC
- Ronald K. TeasdaleTruist Advisory Services, Inc. · Certified Financial Planner
- Andres R. UriarteVirtus Investment Advisers, LLC
- Laura I. VillegasHsbc Securities (USA) Inc.
- Jerad O. WaggyFirestone Capital Management Inc. · Certified Financial Planner
- Laura L. WhiteRaymond James & Associates, Inc.
- David A. WileyFirestone Capital Management Inc.
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 South Miami, FL?
22 investment adviser representatives are registered at firm offices in South Miami, Florida, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in South Miami?
Firestone Capital Management Inc., with 5 registered advisors in South Miami, followed by Bridge Generations Wealth Management with 3.
How do I check a financial advisor in South Miami?
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.