Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Weeki Wachee, FL
Every SEC-registered investment adviser representative at a firm office in Weeki Wachee, with the firms that employ the most of them.
The short answer
16 registered advisors work in Weeki Wachee; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (9). 2 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in Weeki Wachee
Advisors in Weeki Wachee, A to Z
CFP advisors in Weeki Wachee →- Lori S. AbbaziaRaymond James Financial Services Advisors, Inc.
- Kyle A. BenitezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Russell M. Brander Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Michael CoombesEmpower Advisory Group, LLC
- Racheal N. FreemanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steven GriffithMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles M. HickmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Katie E. KingMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Timothy R. MartinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John W. McCulloughMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ronald A. SieberFoundations Investment Advisors LLC
- Jacob A. SmithQ3 Advisors, LLC · Certified Financial Planner
- Sean J. SteeleOsaic Wealth, Inc.
- Dana L. StegmanEdward Jones
- Matthew S. StegmanOsaic Wealth, Inc.
- Joseph R. Weston Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
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 Weeki Wachee, FL?
16 investment adviser representatives are registered at firm offices in Weeki Wachee, Florida, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Weeki Wachee?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 9 registered advisors in Weeki Wachee, followed by Osaic Wealth, Inc. with 2.
How do I check a financial advisor in Weeki Wachee?
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.