Financial ADVSR advisor directory · SEC adviser records
Ivy League Financial Advisors LLC financial advisors in Rockville, MD
Every SEC-registered investment adviser representative at a Ivy League Financial Advisors LLC office in Rockville, A to Z.
The short answer
3 registered advisors work at Ivy League Financial Advisors LLC in Rockville, out of 3 at the firm nationwide; it ranks number 34 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Ivy League Financial Advisors LLC advisors in Rockville, A to Z
Every Ivy League Financial Advisors LLC advisor →- Christopher N. BrownCertified Financial Planner
- Lisa A. CrivellaCertified Financial Planner
- Matthew SanchezCertified Financial Planner
Ivy League Financial Advisors LLC advisors in every city and state →Ivy League Financial Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Rockville
All Rockville advisors →LPL Financial LLC 41Morgan Stanley 31Citigroup Global Markets Inc. 21Raymond James Financial Services Advisors, Inc. 21Cetera Investment Advisers LLC 20RBC Capital Markets, LLC 20MML Investors Services, LLC 14Strategic Advisers LLC 11Cerity Partners LLC 10Truist Advisory Services, Inc. 9Apollon Wealth Management, LLC 8Atcap Partners, LLC 8
Questions
How many financial advisors does Ivy League Financial Advisors LLC have in Rockville?
3 investment adviser representatives are registered at Ivy League Financial Advisors LLC offices in Rockville, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Ivy League Financial Advisors LLC one of the largest advisor employers in Rockville?
Ivy League Financial Advisors LLC ranks number 34 in Rockville by registered advisors; LPL Financial LLC has the most, with 41.
How do I check a Ivy League Financial Advisors LLC advisor in Rockville?
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 Ivy League Financial Advisors LLC 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.