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Financial ADVSR advisor directory · SEC adviser records

Convexitas financial advisors in Chicago, IL

Every SEC-registered investment adviser representative at a Convexitas office in Chicago, A to Z.

3 registered advisors work at Convexitas in Chicago, out of 3 at the firm nationwide; it ranks number 159 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Convexitas advisors in Chicago, A to Z

Every Convexitas advisor →

Convexitas advisors in every city and state →Convexitas: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Chicago

All Chicago advisors →

Morgan Stanley 619J.P. Morgan Securities LLC 596Merrill Lynch, Pierce, Fenner & Smith Incorporated 494Hightower Advisors, LLC 377William Blair 286Bankers Life Advisory Services, Inc. 247Nuveen Asset Management, LLC 232UBS Financial Services Inc. 192Neuberger Berman Bd LLC 118LPL Financial LLC 109Wells Fargo Clearing Services, LLC 109Strategic Advisers LLC 105

Questions

How many financial advisors does Convexitas have in Chicago?

3 investment adviser representatives are registered at Convexitas offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Convexitas one of the largest advisor employers in Chicago?

Convexitas ranks number 159 in Chicago by registered advisors; Morgan Stanley has the most, with 619.

How do I check a Convexitas advisor in Chicago?

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 Convexitas 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.