Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Madison, GA
Every SEC-registered investment adviser representative at a firm office in Madison, with the firms that employ the most of them.
The short answer
13 registered advisors work in Madison; the most are at Morgan Stanley (5). 2 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Madison
Advisors in Madison, A to Z
CFP advisors in Madison →- Jeffrey D. AndriseMorgan Stanley
- Joseph T. Cardwell IIIMorgan Stanley
- Zebediah L. ChapmanAmeritas Advisory Services, LLC
- Thomas P. CorneliaMorgan Stanley · Chartered Financial Consultant
- Joel D. GreenwayLongview Wealth Management
- Samson B. GrisEmpower Advisory Group, LLC
- Leah N. HarrisEdward Jones
- Ralph J. Lancaster Jr.Longview Wealth Management · Certified Financial Planner
- Robert S. MasseyCetera Investment Advisers LLC
- Emily J. RossMorgan Stanley
- Erik E. ThompsonCornerstone Wealth Management, LLC · Certified Financial Planner
- John W. ThompsonEdward Jones
- Robert M. TrulockMorgan Stanley
Other cities in Georgia
All of Georgia →Atlanta 4,322Alpharetta 1,100Marietta 306Savannah 296Athens 206Duluth 205Augusta 162Macon 162Cumming 160Roswell 151Woodstock 135Gainesville 124Columbus 121Peachtree City 118Kennesaw 104Suwanee 95Watkinsville 88Sandy Springs 84Lawrenceville 76Canton 69Decatur 63Valdosta 63Newnan 62Rome 59
Questions
How many financial advisors are in Madison, GA?
13 investment adviser representatives are registered at firm offices in Madison, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Madison?
Morgan Stanley, with 5 registered advisors in Madison, followed by Edward Jones with 2.
How do I check a financial advisor in Madison?
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.