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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Smithsburg, MD

Every SEC-registered investment adviser representative at a firm office in Smithsburg, with the firms that employ the most of them.

3 registered advisors work in Smithsburg; the most are at Kestra Advisory Services, LLC (2). 1 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Smithsburg

FirmAdvisors in Smithsburg
Kestra Advisory Services, LLC news2
Councilor Wealth LLC1

Advisors in Smithsburg, A to Z

CFP advisors in Smithsburg →

Other cities in Maryland

All of Maryland →

Bethesda 898Baltimore 690Hunt Valley 620Annapolis 466Rockville 399Columbia 390Owings Mills 323Towson 314Frederick 213Lutherville 181Bel Air 134North Bethesda 131Timonium 121Gaithersburg 119Potomac 115Chevy Chase 103Ellicott City 98Easton 82Hagerstown 79Silver Spring 78Salisbury 75Cockeysville 68Severna Park 65Westminster 54

Questions

How many financial advisors are in Smithsburg, MD?

3 investment adviser representatives are registered at firm offices in Smithsburg, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Smithsburg?

Kestra Advisory Services, LLC, with 2 registered advisors in Smithsburg, followed by Councilor Wealth LLC with 1.

How do I check a financial advisor in Smithsburg?

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.