Financial ADVSR advisor directory · SEC adviser records
Edelman Financial Engines financial advisors in St. Petersburg, FL
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in St. Petersburg, A to Z.
The short answer
3 registered advisors work at Edelman Financial Engines in St. Petersburg, out of 720 at the firm nationwide; it ranks number 28 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors in St. Petersburg, A to Z
Every Edelman Financial Engines advisor →- William J. MarshInvestment adviser rep
- Brett A. PatmoreInvestment adviser rep
- Joseph ZangerleInvestment adviser rep
Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →
Edelman Financial Engines advisors in other cities
Fairfax, VA 67Phoenix, AZ 49Dallas, TX 16Lynnwood, WA 12Overland Park, KS 10Denver, CO 9Boca Raton, FL 8Boston, MA 8Federal Way, WA 8Roseville, CA 8Austin, TX 7Burlington, MA 7Columbus, OH 7Houston, TX 7Northbrook, IL 7
Other firms in St. Petersburg
All St. Petersburg advisors →Raymond James & Associates, Inc. 695Raymond James Financial Services Advisors, Inc. 69Morgan Stanley 48Elevate Financial Planning And Wealth Management 39RBC Capital Markets, LLC 23UBS Financial Services Inc. 23Dynasty Wealth Management, LLC 15LPL Enterprise, LLC 15Strategic Advisers LLC 15Corient 14Ars Wealth Advisors 13Cyndeo Wealth Partners 13
Questions
How many financial advisors does Edelman Financial Engines have in St. Petersburg?
3 investment adviser representatives are registered at Edelman Financial Engines offices in St. Petersburg, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 720 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Edelman Financial Engines one of the largest advisor employers in St. Petersburg?
Edelman Financial Engines ranks number 28 in St. Petersburg by registered advisors; Raymond James & Associates, Inc. has the most, with 695.
How do I check a Edelman Financial Engines 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 Edelman Financial Engines 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.