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Financial ADVSR advisor directory · SEC adviser records

Straightline financial advisors in Troy, MI

Every SEC-registered investment adviser representative at a Straightline office in Troy, A to Z.

8 registered advisors work at Straightline in Troy, out of 10 at the firm nationwide; it ranks number 22 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Straightline advisors in Troy, A to Z

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Straightline advisors in every city and state →Straightline: assets, clients and custodians →Advisor Moves: who changed firms this week →

Straightline advisors in other cities

East Lansing, MI 1Findlay, OH 1

Other firms in Troy

All Troy advisors →

Ameriprise Financial Services, LLC 84Equitable Advisors, LLC 58LPL Enterprise, LLC 57LPL Financial LLC 51Morgan Stanley 46Strategic Advisers LLC 40Goldman Sachs Wealth Services, L.P. 31Secure Asset Management, L.L.C. 27Cetera Investment Advisers LLC 22Fsa Advisors, Inc. 22Northwestern Mutual Investment Services, LLC 17J.P. Morgan Securities LLC 16

Questions

How many financial advisors does Straightline have in Troy?

8 investment adviser representatives are registered at Straightline offices in Troy, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Straightline one of the largest advisor employers in Troy?

Straightline ranks number 22 in Troy by registered advisors; Ameriprise Financial Services, LLC has the most, with 84.

How do I check a Straightline advisor in Troy?

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 Straightline 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.