Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in St. Petersburg, FL
Every SEC-registered investment adviser representative at a Capital Analysts office in St. Petersburg, A to Z.
The short answer
5 registered advisors work at Capital Analysts in St. Petersburg, out of 557 at the firm nationwide; it ranks number 22 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.
Capital Analysts advisors in St. Petersburg, A to Z
Every Capital Analysts advisor →- Fred L. Barnard Jr.Also a broker rep
- Michelle M. EngleAlso a broker rep
- Stephen P. FallonCertified Financial Planner · Also a broker rep
- Steven D. FisherCertified Financial Planner · Also a broker rep
- George R. GoodroeCertified Financial Planner · Also a broker rep
Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capital Analysts advisors in other cities
Marlton, NJ 27Braintree, MA 23Getzville, NY 16Lombard, IL 15Tallahassee, FL 15Jenkintown, PA 13Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8Worcester, MA 8
Other firms in St. Petersburg
All St. Petersburg advisors →Raymond James & Associates, Inc. 614Raymond James Financial Services Advisors, Inc. 56Morgan Stanley 38Elevate Financial Planning And Wealth Management 34RBC Capital Markets, LLC 21Cyndeo Wealth Partners 15UBS Financial Services Inc. 15Dynasty Wealth Management, LLC 14LPL Enterprise, LLC 14Strategic Advisers LLC 14Osaic Wealth, Inc. 13Ars Wealth Advisors 12
Questions
How many financial advisors does Capital Analysts have in St. Petersburg?
5 investment adviser representatives are registered at Capital Analysts offices in St. Petersburg, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 557 nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.
Is Capital Analysts one of the largest advisor employers in St. Petersburg?
Capital Analysts ranks number 22 in St. Petersburg by registered advisors; Raymond James & Associates, Inc. has the most, with 614.
How do I check a Capital Analysts advisor in St. Petersburg?
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 Capital Analysts 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.