Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Stuart, FL
Every SEC-registered investment adviser representative at a firm office in Stuart, with the firms that employ the most of them.
265 registered advisors work in Stuart; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (40). 34 list the CFP designation and 211 are also registered broker representatives.
Firms with the most advisors in Stuart
Advisors in Stuart, A to Z
CFP advisors in Stuart →- James D. AbarquezEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Brandon AcevedoWells Fargo Clearing Services, LLC
- Graham F. AlbrightCollaborative Wealth
- Steven J. AllisonMorgan Stanley
- David P. AloianNeuberger Berman Bd LLC
- Carlos F. AngelWells Fargo Clearing Services, LLC
- Anthony S. AsterinoLPL Financial LLC
- Jeffrey A. AtlasRaymond James & Associates, Inc.
- Scott R. AyresUBS Financial Services Inc.
- Katherine E. AzzarellaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sandra J. BaileyMorgan Stanley
- Robert J. BanasiakJanney Montgomery Scott LLC
- Melissa A. BarnesWells Fargo Clearing Services, LLC
- Brendt E. BeckerAmeriprise Financial Services, LLC
- Thomas A. BevanStifel, Nicolaus & Company, Incorporated
- Malerie B. BloomquistMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jennifer L. BonifasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph M. BoscoMorgan Stanley
- Ryan R. BradleyState Farm Investment Management Corp.
- Jacqueline A. BurkeRaymond James & Associates, Inc.
- Donald M. BurleighPeak Capital Management
- Stephen BurlesonHbks Wealth Advisors
- Joshua BurnsEdward Jones
- Alton S. BurrellWells Fargo Clearing Services, LLC
- Jena BurrowsRobert W. Baird & Co. Incorporated
- John A. CantuLPL Financial LLC
- Anthony J. CaputoEdward Jones
- Thomas CassanoMorgan Stanley
- Casey R. CastorRobert W. Baird & Co. Incorporated
- Arlette G. CataldoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph R. CataldoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kevin M. CerulliMorgan Stanley
- William J. ChapmanVictrix Investment Advisors · Certified Financial Planner
- Nick CherilusWells Fargo Clearing Services, LLC
- Donna M. ChildressRBC Capital Markets, LLC
- Brian C. ChrismanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sean B. ChrissingerLPL Financial LLC
- Eric R. ChristensenUBS Financial Services Inc.
- Nicholas ChristensenRalicki Wealth Management & Trust Services
- Jeffrey R. ChristopherAmeriprise Financial Services, LLC
- Jennifer M. CincottaWells Fargo Clearing Services, LLC
- Portia L. ClarkUBS Financial Services Inc.
- Christian T. ClintonRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Robin M. CobasWells Fargo Clearing Services, LLC
- William R. Coleman Jr.LPL Financial LLC
- Brendan C. ConnorMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James E. CookWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ashley E. CrotwellMesirow Financial Investment Management, Inc. · Certified Financial Planner
- Dan CsontosWorld Investment Advisors, LLC
- Michael C. CummingsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Michael D. DadkoJanney Montgomery Scott LLC · Certified Financial Planner
- Sean P. DaleyUBS Financial Services Inc.
- Pamela C. DallasRBC Capital Markets, LLC
- Thomas R. DaviesDavies Wealth Management LLC
- Gary B. DavisOsaic Advisory Services, LLC · Certified Financial Planner
- Jessica C. DeakinsMorgan Stanley
- Jacob B. DeanLPL Financial LLC
- Christina M. Dell'AquilaVictrix Investment Advisors
- Stephen A. DillemuthLPL Financial LLC
- Drew DinzikRBC Capital Markets, LLC
- Gregory K. DoctorLPL Financial LLC
- Timothy M. DonovanOsaic Wealth, Inc. · Chartered Financial Consultant
- Austin C. Drukker Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Austin C. DrukkerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dawna DuclauRaymond James Financial Services Advisors, Inc.
- Eric Ebanks Jr.Ebanks Financial Solutions, LLC
- Jacquelyn J. EcksteinMorgan Stanley
- Jeffrey S. EmmeluthJ. W. Cole Advisors, Inc.
- Rene A. EspinalMorgan Stanley
- Jonathon L. EvansMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael FarahaniStrategic Advisers LLC · Certified Financial Planner
- Kenneth A. FeiertagJanney Montgomery Scott LLC
- Gerard G. FigariCetera Investment Advisers LLC
- Catherine T. FisherLPL Financial LLC · Certified Financial Planner
- Charlene FogelFogel Capital Management Inc.
- Maxwell C. FogelFogel Capital Management Inc.
- Michael F. FogelFogel Capital Management Inc.
- Peter H. Foley Jr.RBC Capital Markets, LLC
- Frank S. FreniWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gary D. FuduloffRaymond James Financial Services Advisors, Inc.
- Ryan H. FurtwanglerHbks Wealth Advisors · Certified Financial Planner
- Stephen A. GarciaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Timothy P. GarrettsonHerbert J. Sims Capital Management, Inc.
- Cortney B. GatesEdward Jones
- Joseph A. GaviolaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William J. GilcherUBS Financial Services Inc.
- Leigh C. GiuntaWells Fargo Clearing Services, LLC
- Nancy J. GoethelRaymond James & Associates, Inc.
- Sean M. GormanMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- David C. GornitzkyGreat Valley Advisor Group, LLC
- Nathaniel M. GornitzkyGreat Valley Advisor Group, LLC
- Carie S. GratzKovack Advisors, Inc.
- Benjamin J. GraybowPeak Capital Management
- Vincent D. GruczaRaymond James & Associates, Inc. · Certified Financial Planner
- Juan A. GusmanEdward Jones
- Joshua HarrelsonMorgan Stanley
- Daniel M. HarrisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David B. HarrisLPL Financial LLC
- Elizabeth M. HarrisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kristina HartmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael P. HartmanCommonwealth Financial Network
- Blaise HaydenFogel Capital Management Inc.
- William H. HazlettW.H. Financial Services, Inc. · Chartered Financial Consultant
- Stephen R. HedrickEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Verlin K. HeimanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Todd V. HoldenJ.P. Morgan Securities LLC
- E. T. HolderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas M. HolderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edward A. Huffman IIIHuffman Financial Services Inc.
- John B. HughesBay Colony Advisors
- Andrew M. IngemanJanney Montgomery Scott LLC
- Charles R. IoscoEdward Jones · Certified Financial Planner
- Rafat J. JadonRegal Investment Advisors LLC
- Deena L. JonesFogel Capital Management Inc.
- Peter KakoyannisUBS Financial Services Inc.
- Nick KaloyiosWells Fargo Clearing Services, LLC
- Emmelis KeaneyAmeritas Advisory Services, LLC
- Ernesto G. KeaneyAmeritas Advisory Services, LLC
- Brian E. KeatingRBC Capital Markets, LLC
- Kevin D. KennedyVictrix Investment Advisors
- Joseph J. KennellyMorgan Stanley · Certified Financial Planner
- Jessica K. KingLPL Financial LLC
- Raymond C. KlahneUBS Financial Services Inc.
- Jonathan C. KnausMML Investors Services, LLC
- Angela M. KotheMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Galina K. KovalSequent Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
- Steven E. KowalskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mohaun A. KugarajJanney Montgomery Scott LLC
- Chase W. LandrethUBS Financial Services Inc.
- Steven W. LandwersiekLPL Financial LLC
- Charlene T. LangfordRaymond James & Associates, Inc.
- Craig S. LappenTwenty-First Century Financial Advisors Inc. · Certified Financial Planner
- Kenyon LaughreyLPL Financial LLC
- Victoria L. LeblancRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Karen W. LemayMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William J. LiebowitzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert H. LipkaRobert Henry Wealth Management, LLC
- Joel J. LiptonLipton Capital Management
- William M. LofleyHbks Wealth Advisors · Certified Financial Planner
- John J. LovettIndex Portfolio Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jacob K. LoweRobert W. Baird & Co. Incorporated
- Albert R. LucciMorgan Stanley
- Benjamin D. LynchHbks Wealth Advisors
- Allison LynneRaymond James Financial Services Advisors, Inc.
- Diana P. MachadoRaymond James Financial Services Advisors, Inc.
- Rhona C. MacleodTruist Advisory Services, Inc.
- Stephen MagallanesCollaborative Wealth · Certified Financial Planner
- Dana MainentiMorgan Stanley
- Radika D. MangarUBS Financial Services Inc.
- Joseph A. Marton IVLPL Financial LLC
- Ronald S. MaslankaJanney Montgomery Scott LLC
- Jami L. McCreeVictrix Investment Advisors
- Donald F. McGlynnMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephen P. McGovernRBC Capital Markets, LLC
- James J. McKenna Jr.Janney Montgomery Scott LLC
- Kathleen M. McKennaJanney Montgomery Scott LLC · Certified Financial Planner
- Trevor M. McLuskeyWells Fargo Clearing Services, LLC
- Mindie N. MolinaMindie Molina Investments, LLC
- Douglas R. MolineJanney Montgomery Scott LLC
- Bradley MolineuxVictrix Investment Advisors
- Nicole MolineuxRBC Capital Markets, LLC
- Eric H. MonaghanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James J. MontaltoRBC Capital Markets, LLC
- Linda J. MontefuscoMorgan Stanley
- Scott M. MooreMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kevin J. MoreeOsaic Wealth, Inc.
- Christopher G. MorganUBS Financial Services Inc.
- Shannon M. MurphyRBC Capital Markets, LLC
- Cherif G. NahasNwk Group
- Peter Navaretta Sr.LPL Financial LLC
- Peter J. NavarettaLPL Financial LLC
- Gordon R. NearingRBC Capital Markets, LLC · Certified Financial Planner
- Stacy M. NelsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tracy A. NewmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Boris NikoAmeriprise Financial Services, LLC
- Paul F. NunleyEdward Jones
- Ronald OlivieriJ.P. Morgan Securities LLC
- Adam S. PalasLPL Financial LLC · Certified Financial Planner
- Alexander S. PalasLPL Financial LLC
- Mark A. PalombiRBC Capital Markets, LLC · Certified Financial Planner
- Peter M. PanchuraMerrill Lynch, Pierce, Fenner & Smith Incorporated
- April G. PearsonJanney Montgomery Scott LLC
- Rosemary G. PhillipsMorgan Stanley
- Daniel W. PlummerRBC Capital Markets, LLC
- Brian B. PlunkettSemper Financial · Certified Financial Planner
- Kevin M. PlunkettSemper Financial
- Craig D. PriceMesirow Financial Investment Management, Inc. · Certified Financial Planner
- Scott C. ProctorLevel Four Advisory Services
- David A. RalickiRalicki Wealth Management & Trust Services
- David A. RalickiRalicki Wealth Management & Trust Services
- Marc L. RitterspornIntegritt Wealth Management, LLC
- Melanie RiveraRBC Capital Markets, LLC
- Scott A. RoadsSpectra Investment Management, LLC
- Christia L. RobertsChristia Li Roberts
- Belton RobinsonMML Investors Services, LLC
- Kathryn L. RockEdward Jones
- Emily C. RoweDaymark Wealth Partners, LLC
- Marc H. RuemmlerStonepath Wealth Management
- Steven J. Rusnak IIICommonwealth Financial Network
- Gerald D. SaelzerRaymond James & Associates, Inc.
- Robert J. SanderStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Adrian SandovalWells Fargo Clearing Services, LLC
- Karen M. SaundersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathan R. ScaleaWells Fargo Clearing Services, LLC
- Susan L. SchmidtAmeriprise Financial Services, LLC
- Stephen C. SchrammHbks Wealth Advisors · Certified Financial Planner, Personal Financial Specialist
- Steven C. SerinskyJ. W. Cole Advisors, Inc.
- Joseph A. SerraMorgan Stanley
- Travon SextonCambridge Investment Research Advisors, Inc.
- Justin A. ShulmanUBS Financial Services Inc.
- Ronald S. Shultz Jr.Edward Jones
- Sally J. SilkMorgan Stanley
- Maria A. Silva-HoyosWells Fargo Clearing Services, LLC
- William S. Simpson Jr.Janney Montgomery Scott LLC
- Nicholas D. SkillmanFogel Capital Management Inc.
- Martin J. SloaneRaymond James & Associates, Inc.
- Thomas S. SloaneRaymond James & Associates, Inc.
- Samantha L. SomersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bradley G. SonnierLPL Financial LLC
- Seth M. SonnierLPL Financial LLC
- Robert H. SparksWells Fargo Clearing Services, LLC
- Paul J. StanislauRaymond James & Associates, Inc.
- Connie L. Stein NeffOsaic Advisory Services, LLC
- James H. SternMorgan Stanley
- Andrew StrobelWells Fargo Advisors Financial Network, LLC
- Dylan S. StumpState Farm Investment Management Corp.
- Kelley P. SullivanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sue L. SullivanUBS Financial Services Inc.
- James H. SutcliffeAurapoint Capital Management, LLC
- Steven T. SwindlerHbks Wealth Advisors · Certified Financial Planner
- Samantha C. SylvesterMorgan Stanley
- Stephen H. SzczublewskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Amy A. TamblynUBS Financial Services Inc.
- John W. Taylor Jr.Anchor Financial Services, CPA, Pa · Personal Financial Specialist
- Jeffrey D. TeachTeach Wealth Management Inc.
- Robert L. Testwuide IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Greg A. ThogersenUBS Financial Services Inc.
- Codie J. ThomasAbaco Retirement Advisors LLC
- William D. Thompson IVVictrix Investment Advisors · Certified Financial Planner
- Lacey Thompson-KrulFoundations Investment Advisors LLC
- James E. ThomsonWells Fargo Clearing Services, LLC
- John R. TinsleyMorgan Stanley
- Michael TommeraasJanney Montgomery Scott LLC
- Jodi R. TribbleFogel Capital Management Inc.
- Sarah S. TrippeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Leslie E. TrowbridgeFamily First Financial Planning · Certified Financial Planner
- Halli A. TschannenRBC Capital Markets, LLC
- Jeffrey W. TuttleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James T. Van NiceStrategic Advisers LLC
- Deborah L. VincentRaymond James & Associates, Inc.
- Richard W. Walesch Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Danielle N. WalzerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tanya C. WandoffRaymond James & Associates, Inc.
- C T WeissingMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael WeissingMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Casey C. WestFogel Capital Management Inc.
- Barry K. WhalenJanney Montgomery Scott LLC
- Donald F. White Jr.Collaborative Wealth · Chartered Financial Consultant
- Micah C. WhiteSpectra Investment Management, LLC
- Robert R. WhiteJ.P. Morgan Securities LLC
- Kristen J. WhittenJanney Montgomery Scott LLC
- Deborah A. WiseMorgan Stanley
- Timothy B. WorleyEdward Jones
- Nancy ZehrMesirow Financial Investment Management, Inc.
- Jody G. ZirnKestra Private Wealth Services, LLC
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 265Vero Beach 250Saint Petersburg 248
Questions
How many financial advisors are in Stuart, FL?
265 investment adviser representatives are registered at firm offices in Stuart, Florida, according to the SEC's Investment Adviser Public Disclosure records. 211 of them are also registered as broker representatives, and 34 list the CFP designation.
Which firm has the most financial advisors in Stuart?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 40 registered advisors in Stuart, followed by Morgan Stanley with 20.
How do I check a financial advisor in Stuart?
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.