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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sunrise, FL

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

The short answer

68 registered advisors work in Sunrise; the most are at Eagle Strategies LLC (17). 6 list the CFP designation and 58 are also registered broker representatives.

Firms with the most advisors in Sunrise

FirmAdvisors in Sunrise
Eagle Strategies LLC17
Cetera Investment Advisers LLC news12
Pfs Investments Inc.10
Arete Wealth Advisors, LLC3
Neil Jesani Wealth Management3
Osaic Wealth, Inc. news3
State Farm Investment Management Corp.3
Asset Protection Group2
Ifg Advisory, LLC2
J.P. Morgan Securities LLC news2
Park Avenue Securities LLC2
Ap Financial Contingency Group Inc.1
Bison Wealth, LLC1
Lifecraft Wealth Management1
Modern Wealth Management, LLC1
Northern Trust Securities, Inc. news1
Osaic Institutions, Inc. news1
Trajan Wealth, L.L.C.1
UBS Financial Services Inc. news1
Wells Fargo Clearing Services, LLC news1

Advisors in Sunrise, A to Z

CFP advisors in Sunrise →

Other cities in Florida

All of Florida →

Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244

Questions

How many financial advisors are in Sunrise, FL?

68 investment adviser representatives are registered at firm offices in Sunrise, Florida, according to the SEC's Investment Adviser Public Disclosure records. 58 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Sunrise?

Eagle Strategies LLC, with 17 registered advisors in Sunrise, followed by Cetera Investment Advisers LLC with 12.

How do I check a financial advisor in Sunrise?

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.