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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Venice, FL

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

152 registered advisors work in Venice; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (17). 22 list the CFP designation and 114 are also registered broker representatives.

Firms with the most advisors in Venice

FirmAdvisors in Venice
Merrill Lynch, Pierce, Fenner & Smith Incorporated news17
Morgan Stanley news13
Edward Jones news12
Fourthought Financial Partners, LLC.10
Stifel, Nicolaus & Company, Incorporated news8
LPL Financial LLC news7
Wells Fargo Clearing Services, LLC news7
J.P. Morgan Securities LLC news6
Osaic Wealth, Inc. news5
Raymond James & Associates, Inc. news5
Raymond James Financial Services Advisors, Inc. news5
Dale K. Ehrhart, Inc.4
Dg Wealth4
Oneamerica Securities, Inc.3
State Farm Investment Management Corp.3
Truist Advisory Services, Inc. news3
Wells Fargo Advisors Financial Network, LLC news3
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Ferris Wheel Finance, Inc.2
Gasima Financial LLC2
Allstate Financial Advisors, LLC1
Ameriprise Financial Services, LLC news1
Apforia1
Blackhawk Capital Partners, LLC1

Advisors in Venice, A to Z

CFP advisors in Venice →

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 Venice, FL?

152 investment adviser representatives are registered at firm offices in Venice, Florida, according to the SEC's Investment Adviser Public Disclosure records. 114 of them are also registered as broker representatives, and 22 list the CFP designation.

Which firm has the most financial advisors in Venice?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 17 registered advisors in Venice, followed by Morgan Stanley with 13.

How do I check a financial advisor in Venice?

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.