Financial ADVSR advisor directory · SEC adviser records
Financial advisors in St Pete Beach, FL
Every SEC-registered investment adviser representative at a firm office in St Pete Beach, with the firms that employ the most of them.
12 registered advisors work in St Pete Beach; the most are at J.P. Morgan Securities LLC (2). 3 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in St Pete Beach
Advisors in St Pete Beach, A to Z
CFP advisors in St Pete Beach →- Keith G. AzarMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas R. BiddleOsaic Wealth, Inc. · Certified Financial Planner
- Christopher H. Cooper Jr.J.P. Morgan Securities LLC
- Braeden G. EubanksJ.P. Morgan Securities LLC
- Eric M. FeltyEquity Advisors Of Kentucky Inc. · Certified Financial Planner
- Matthew D. HodgeState Farm Investment Management Corp.
- Natalie M. KnausEquitable Advisors, LLC
- Zachary A. MillerArimathea
- Scott N. O'BerryEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Lawrence N. PassarettiOsaic Wealth, Inc.
- Seth W. TrickleTlg Advisors, Inc.
- William A. WaylettMorgan Stanley · Chartered Financial Analyst
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 St Pete Beach, FL?
12 investment adviser representatives are registered at firm offices in St Pete Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in St Pete Beach?
J.P. Morgan Securities LLC, with 2 registered advisors in St Pete Beach, followed by Osaic Wealth, Inc. with 2.
How do I check a financial advisor in St Pete Beach?
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.