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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Troy, MO

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

The short answer

5 registered advisors work in Troy; the most are at Edward Jones (4). 3 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Troy

FirmAdvisors in Troy
Edward Jones news4
Sheller Wealth Management, Inc.1

Advisors in Troy, A to Z

CFP advisors in Troy →

Other cities in Missouri

All of Missouri →

St. Louis 4,289Clayton 624Chesterfield 586Kansas City 581St Louis 526Saint Louis 364Springfield 335Maryland Heights 202Frontenac 166Columbia 155Creve Coeur 89O'Fallon 80Jefferson City 71Lees Summit 69Des Peres 64Lee's Summit 64Liberty 62Kirkwood 52Saint Charles 51Joplin 50Cape Girardeau 49Ballwin 44St Charles 41Independence 40

Questions

How many financial advisors are in Troy, MO?

5 investment adviser representatives are registered at firm offices in Troy, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Troy?

Edward Jones, with 4 registered advisors in Troy, followed by Sheller Wealth Management, Inc. with 1.

How do I check a financial advisor in Troy?

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.