Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Greenbelt, MD
Every SEC-registered investment adviser representative at a firm office in Greenbelt, with the firms that employ the most of them.
The short answer
8 registered advisors work in Greenbelt; the most are at Ameriprise Financial Services, LLC (2). 2 list the CFP designation and 6 are also registered broker representatives.
Firms with the most advisors in Greenbelt
| Firm | Advisors in Greenbelt |
|---|---|
| Ameriprise Financial Services, LLC news | 2 |
| Capital Analysts | 2 |
| Lincoln Investment | 2 |
| J. W. Cole Advisors, Inc. | 1 |
| Pfs Investments Inc. | 1 |
| Transamerica Financial Advisors, LLC | 1 |
| Trusted Advisors Group LLC | 1 |
Advisors in Greenbelt, A to Z
CFP advisors in Greenbelt →- William T. Cofer Jr.Pfs Investments Inc.
- Michael G. ConawayTrusted Advisors Group LLC · Certified Financial Planner
- Preal L. HaleyAmeriprise Financial Services, LLC · Certified Financial Planner
- Srikanth KamasamudramTransamerica Financial Advisors, LLC
- Robert J. Kirkland IIAmeriprise Financial Services, LLC
- Donald L. Moore Sr.Lincoln Investment · Chartered Financial Consultant
- Donald L. Moore IILincoln Investment
- Bryan S. SlovonJ. W. Cole Advisors, Inc.
Other cities in Maryland
All of Maryland →Bethesda 820Baltimore 662Hunt Valley 567Annapolis 437Rockville 390Columbia 366Owings Mills 322Towson 284Frederick 198Lutherville 170Bel Air 132North Bethesda 125Gaithersburg 120Timonium 112Potomac 111Chevy Chase 97Ellicott City 92Easton 74Silver Spring 72Salisbury 68Hagerstown 66Cockeysville 63Severna Park 60Westminster 45
Questions
How many financial advisors are in Greenbelt, MD?
8 investment adviser representatives are registered at firm offices in Greenbelt, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Greenbelt?
Ameriprise Financial Services, LLC, with 2 registered advisors in Greenbelt, followed by Capital Analysts with 2.
How do I check a financial advisor in Greenbelt?
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.