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Financial ADVSR advisor directory · SEC adviser records

Sunpointe Investments financial advisors in St. Louis, MO

Every SEC-registered investment adviser representative at a Sunpointe Investments office in St. Louis, A to Z.

The short answer

7 registered advisors work at Sunpointe Investments in St. Louis, out of 8 at the firm nationwide; it ranks number 31 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Sunpointe Investments advisors in St. Louis, A to Z

Every Sunpointe Investments advisor →

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

Sunpointe Investments advisors in other cities

Bryn Mawr, PA 1

Other firms in St. Louis

All St. Louis advisors →

Edward Jones 1,691Wells Fargo Clearing Services, LLC 712Benjamin F. Edwards & Company, Inc. 326Wells Fargo Advisors Financial Network, LLC 322Stifel, Nicolaus & Company, Incorporated 198Moneta Group Investment Advisors, LLC 183Focus Partners Wealth, LLC 169Nisa Investment Advisors, LLC 75Krilogy 52Cetera Investment Advisers LLC 51Huntleigh Advisors, Inc. 42LPL Financial LLC 41

Questions

How many financial advisors does Sunpointe Investments have in St. Louis?

7 investment adviser representatives are registered at Sunpointe Investments offices in St. Louis, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Sunpointe Investments one of the largest advisor employers in St. Louis?

Sunpointe Investments ranks number 31 in St. Louis by registered advisors; Edward Jones has the most, with 1,691.

How do I check a Sunpointe Investments advisor in St. Louis?

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 Sunpointe Investments 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.