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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in St. Augustine, FL

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

82 registered advisors work in St. Augustine; the most are at Strategic Advisers LLC (33). 0 list the CFP designation and 64 are also registered broker representatives.

Firms with the most advisors in St. Augustine

FirmAdvisors in St. Augustine
Strategic Advisers LLC33
MML Investors Services, LLC10
LPL Financial LLC news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Achieving Veritas LLC2
Ameriprise Financial Services, LLC news2
Charles Schwab & Co., Inc. news2
Geneos Wealth Management, Inc.2
LPL Enterprise, LLC news2
Schrum Private Wealth Management, LLC2
Arch Global Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Capital Analysts1
Catalyst Financial Partners1
Citigroup Global Markets Inc. news1
Element Wealth, LLC1
Fro-Time 4 LLC1
Headland Capital1
Interactive Financial Advisors1
J. W. Cole Advisors, Inc.1
Morningstar Investment Management LLC1
Osaic Wealth, Inc. news1
Palm Valley Wealth Management LLC1
Peak Wealth Group LLC1
Revere Asset1

Advisors in St. Augustine, A to Z

Search all of Florida →

Other cities in Florida

All of Florida →

Miami 3,211Tampa 3,101Jacksonville 2,411Boca Raton 1,653Orlando 1,446Palm Beach Gardens 1,305St. Petersburg 1,108Naples 1,097Coral Gables 986Sarasota 963Fort Lauderdale 742Winter Park 487West Palm Beach 482Clearwater 440Fort Myers 424Ponte Vedra Beach 418Ft. Lauderdale 316Pensacola 298Aventura 280Melbourne 278Bradenton 271Saint Petersburg 269Vero Beach 263Jupiter 262

Questions

How many financial advisors are in St. Augustine, FL?

82 investment adviser representatives are registered at firm offices in St. Augustine, Florida, according to the SEC's Investment Adviser Public Disclosure records. 64 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in St. Augustine?

Strategic Advisers LLC, with 33 registered advisors in St. Augustine, followed by MML Investors Services, LLC with 10.

How do I check a financial advisor in St. Augustine?

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.