Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Newport, KY
Every SEC-registered investment adviser representative at a firm office in Newport, with the firms that employ the most of them.
18 registered advisors work in Newport; the most are at Strategic Advisers LLC (7). 2 list the CFP designation and 15 are also registered broker representatives.
Firms with the most advisors in Newport
| Firm | Advisors in Newport |
|---|---|
| Strategic Advisers LLC | 7 |
| Osaic Wealth, Inc. news | 2 |
| Wesbanco Securities, Inc. | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Equitable Advisors, LLC news | 1 |
| Fifth Third Securities, Inc. | 1 |
| Lively Financial LLC | 1 |
| McF Advisors, LLC | 1 |
| Moon Lasso Asset Management, LLC | 1 |
| UBS Financial Services Inc. news | 1 |
Advisors in Newport, A to Z
CFP advisors in Newport →- Rachel M. AndersonStrategic Advisers LLC
- Levi BergStrategic Advisers LLC
- Jonathon BernerStrategic Advisers LLC
- Glenn D. BujnochMcF Advisors, LLC · Certified Financial Planner
- Kevin FairchildStrategic Advisers LLC
- Beth O. HodgesOsaic Wealth, Inc.
- Stephen J. HornAmeriprise Financial Services, LLC
- Jairus Houchen-WilderStrategic Advisers LLC
- Alexander D. JonesMoon Lasso Asset Management, LLC
- Annette P. KitchenEquitable Advisors, LLC
- Chad W. LivelyLively Financial LLC · Certified Financial Planner
- Henry G. MautnerOsaic Wealth, Inc. · Chartered Financial Consultant
- Dennis R. MichelsStrategic Advisers LLC
- George S. MillerUBS Financial Services Inc.
- Justin MitchellStrategic Advisers LLC
- David A. ReynoldsWesbanco Securities, Inc.
- Wendell A. RoundsWesbanco Securities, Inc.
- Brandon WaltersFifth Third Securities, Inc.
Other cities in Kentucky
All of Kentucky →Louisville 1,185Covington 629Lexington 572Bowling Green 96Owensboro 73Florence 72Paducah 67Elizabethtown 45Fort Wright 44Independence 43Fort Mitchell 38Henderson 34Union 31Prospect 29Richmond 27Danville 26Fort Thomas 25Crestview Hills 24Bardstown 23Edgewood 23Nicholasville 23Alexandria 21Hebron 21Ashland 20
Questions
How many financial advisors are in Newport, KY?
18 investment adviser representatives are registered at firm offices in Newport, Kentucky, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Newport?
Strategic Advisers LLC, with 7 registered advisors in Newport, followed by Osaic Wealth, Inc. with 2.
How do I check a financial advisor in Newport?
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.