Financial ADVSR advisor directory · SEC adviser records
Pathstone financial advisors in Winter Park, FL
Every SEC-registered investment adviser representative at a Pathstone office in Winter Park, A to Z.
4 registered advisors work at Pathstone in Winter Park, out of 193 at the firm nationwide; it ranks number 27 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Pathstone advisors in Winter Park, A to Z
Every Pathstone advisor →- Ron W. HensonCertified Financial Planner
- John C. KnauthCertified Financial Planner
- Robert E. OverallCertified Financial Planner
- Jeffrey L. ScangaCertified Financial Planner
Pathstone advisors in every city and state →Pathstone: assets, clients and custodians →Advisor Moves: who changed firms this week →
Pathstone advisors in other cities
Englewood, NJ 91Newtown Square, PA 15Bellevue, WA 13Boston, MA 11Boulder, CO 11Conshohocken, PA 8Alexandria, VA 6Denver, CO 5New York, NY 5Atlanta, GA 4Los Angeles, CA 4Potomac, MD 4Austin, TX 3San Francisco, CA 3Providence, RI 2
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 Pathstone have in Winter Park?
4 investment adviser representatives are registered at Pathstone offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 193 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Pathstone one of the largest advisor employers in Winter Park?
Pathstone ranks number 27 in Winter Park by registered advisors; Morgan Stanley has the most, with 51.
How do I check a Pathstone 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 Pathstone 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.