Financial ADVSR advisor directory · SEC adviser records
Financial advisors in East Dundee, IL
Every SEC-registered investment adviser representative at a firm office in East Dundee, with the firms that employ the most of them.
8 registered advisors work in East Dundee; the most are at Assured Advisory Group, LLC (3). 1 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in East Dundee
| Firm | Advisors in East Dundee |
|---|---|
| Assured Advisory Group, LLC | 3 |
| James T. Borello & Co. | 3 |
| Morgan Stanley news | 1 |
| Strategic Asset Management LLC. | 1 |
Advisors in East Dundee, A to Z
CFP advisors in East Dundee →- Chad D. AndersonJames T. Borello & Co.
- Cole R. BarkocyAssured Advisory Group, LLC
- James T. BorelloJames T. Borello & Co.
- Jason R. DarflerMorgan Stanley
- David M. SchlossbergAssured Advisory Group, LLC
- Michael T. SpezialeJames T. Borello & Co.
- Lawrence P. StrzeleckiAssured Advisory Group, LLC · Certified Financial Planner
- David J. WilleumierStrategic Asset Management LLC.
Other cities in Illinois
All of Illinois →Chicago 6,250Wheaton 798Oak Brook 520Naperville 506Rockford 473Deerfield 431Downers Grove 397Schaumburg 366Northbrook 312Springfield 269Oakbrook Terrace 219Orland Park 213Lisle 212Peoria 202Barrington 180Lombard 175Lake Forest 139Champaign 137Elmhurst 136Bloomington 134Arlington Heights 133Skokie 120Highland Park 117Glenview 116
Questions
How many financial advisors are in East Dundee, IL?
8 investment adviser representatives are registered at firm offices in East Dundee, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in East Dundee?
Assured Advisory Group, LLC, with 3 registered advisors in East Dundee, followed by James T. Borello & Co. with 3.
How do I check a financial advisor in East Dundee?
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.