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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sunny Isles, FL

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

5 registered advisors work in Sunny Isles; the most are at Circle Wealth Management, LLC (2). 1 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Sunny Isles

FirmAdvisors in Sunny Isles
Circle Wealth Management, LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Raymond James Financial Services Advisors, Inc. news1
UBS Financial Services Inc. news1

Advisors in Sunny Isles, A to Z

CFP advisors in Sunny Isles →

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 Sunny Isles, FL?

5 investment adviser representatives are registered at firm offices in Sunny Isles, Florida, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Sunny Isles?

Circle Wealth Management, LLC, with 2 registered advisors in Sunny Isles, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 1.

How do I check a financial advisor in Sunny Isles?

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.