Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in Wellington, FL
Every SEC-registered investment adviser representative at a Capital Analysts office in Wellington, A to Z.
4 registered advisors work at Capital Analysts in Wellington, out of 585 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Capital Analysts advisors in Wellington, A to Z
Every Capital Analysts advisor →- Francis R. BermudezAlso a broker rep
- Sergio J. EstevesAlso a broker rep
- Matthew OppedisanoAlso a broker rep
- Ralph C. TumoloAlso a broker rep
Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capital Analysts advisors in other cities
Marlton, NJ 30Braintree, MA 25Lombard, IL 18Getzville, NY 17Tallahassee, FL 16Jenkintown, PA 15Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8
Other firms in Wellington
All Wellington advisors →Edward Jones 7J.P. Morgan Securities LLC 5Raymond James Financial Services Advisors, Inc. 5LPL Financial LLC 3
Questions
How many financial advisors does Capital Analysts have in Wellington?
4 investment adviser representatives are registered at Capital Analysts offices in Wellington, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Capital Analysts one of the largest advisor employers in Wellington?
Capital Analysts ranks number 4 in Wellington by registered advisors; Edward Jones has the most, with 7.
How do I check a Capital Analysts advisor in Wellington?
Each advisor below links to a profile with their registrations, exams, designations 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 Capital Analysts office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.