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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sunapee, NH

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

3 registered advisors work in Sunapee; the most are at Neuberger Berman Bd LLC (1). 0 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Sunapee

FirmAdvisors in Sunapee
Neuberger Berman Bd LLC1
Raymond James Financial Services Advisors, Inc. news1
Strategic Advisers LLC1

Advisors in Sunapee, A to Z

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Merrimack 536Portsmouth 343Bedford 312Manchester 279Nashua 161Concord 142Salem 67Londonderry 54Hanover 51Dover 44Windham 44Keene 41Exeter 40Milford 30Rochester 25Wolfeboro 25Amherst 24Hudson 23Laconia 23Lebanon 23Hampton 21Derry 19Peterborough 18Rye 18

Questions

How many financial advisors are in Sunapee, NH?

3 investment adviser representatives are registered at firm offices in Sunapee, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Sunapee?

Neuberger Berman Bd LLC, with 1 registered advisors in Sunapee, followed by Raymond James Financial Services Advisors, Inc. with 1.

How do I check a financial advisor in Sunapee?

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.