Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Ocean City, MD
Every SEC-registered investment adviser representative at a firm office in Ocean City, with the firms that employ the most of them.
23 registered advisors work in Ocean City; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (8). 2 list the CFP designation and 19 are also registered broker representatives.
Firms with the most advisors in Ocean City
Advisors in Ocean City, A to Z
CFP advisors in Ocean City →- John T. ArringtonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Anthony C. ChristOdyssey Investments, Corp.
- Kristina F. ConnellLPL Financial LLC · Certified Financial Planner
- William C. FenstermacherCetera Investment Advisers LLC · Personal Financial Specialist
- Brody GroveAmeriprise Financial Services, LLC · Certified Financial Planner
- Cynthia L. HillAmeriprise Financial Services, LLC
- Lucas HolmesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John K. KilianMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John Kilian Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Dane W. KrichOdyssey Investments, Corp.
- Larry E. LeeseLPL Financial LLC
- Hillary LefflerMutual Of Omaha Investor Services, Inc.
- Michael T. LeonardLPL Financial LLC · Chartered Financial Consultant
- Timothy M. LundMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey D. MontgomeryMontgomery Financial
- William L. MustinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Anna G. NewtonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brittany E. PridgeonSpc
- Hunter N. SelzerAmeriprise Financial Services, LLC
- William J. StrausbaughMontgomery Financial
- Steven E. SweigertCambridge Investment Research Advisors, Inc.
- Todd C. WellerStephens
- Joseph D. WilsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
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 Ocean City, MD?
23 investment adviser representatives are registered at firm offices in Ocean City, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Ocean City?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 8 registered advisors in Ocean City, followed by Ameriprise Financial Services, LLC with 3.
How do I check a financial advisor in Ocean City?
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.