Financial ADVSR advisor directory · SEC adviser records
55 North Private Wealth financial advisors in Winter Park, FL
Every SEC-registered investment adviser representative at a 55 North Private Wealth office in Winter Park, A to Z.
6 registered advisors work at 55 North Private Wealth in Winter Park, out of 6 at the firm nationwide; it ranks number 14 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
55 North Private Wealth advisors in Winter Park, A to Z
Every 55 North Private Wealth advisor →- Michael R. AckermanChartered Financial Analyst
- Andrew J. BirkmireCertified Financial Planner
- Stephen A. CurleyCertified Financial Planner, Chartered Financial Analyst
- Henry B. HostetterPersonal Financial Specialist
- Steven M. SeagerChartered Financial Analyst
- Mark S. WichrowskiChartered Financial Analyst
55 North Private Wealth advisors in every city and state →55 North Private Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Winter Park
All Winter Park advisors →Morgan Stanley 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Wells Fargo Clearing Services, LLC 38Strategic Advisers LLC 26Ameriprise Financial Services, LLC 24Truist Advisory Services, Inc. 22LPL Financial LLC 21Raymond James Financial Services Advisors, Inc. 20UBS Financial Services Inc. 18Charles Schwab & Co., Inc. 12Raymond James & Associates, Inc. 10Rockefeller Financial LLC 8
Questions
How many financial advisors does 55 North Private Wealth have in Winter Park?
6 investment adviser representatives are registered at 55 North Private Wealth offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is 55 North Private Wealth one of the largest advisor employers in Winter Park?
55 North Private Wealth ranks number 14 in Winter Park by registered advisors; Morgan Stanley has the most, with 51.
How do I check a 55 North Private Wealth advisor in Winter Park?
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 55 North Private Wealth 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.