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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Dayton, NJ

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

4 registered advisors work in Dayton; the most are at Shri Advisors (2). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Dayton

FirmAdvisors in Dayton
Shri Advisors2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Private Advisor Group, LLC1

Advisors in Dayton, A to Z

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Other cities in New Jersey

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Morristown 1,048Princeton 828Paramus 731Red Bank 678Weehawken 605Pennington 590Florham Park 573Summit 470Jersey City 463Marlton 385Parsippany 321Short Hills 267Mount Laurel 255Warren 171Bedminster 161Cherry Hill 155Wall 154Iselin 144Fairfield 143Bridgewater 135Holmdel 131Shrewsbury 128Manasquan 123Toms River 116

Questions

How many financial advisors are in Dayton, NJ?

4 investment adviser representatives are registered at firm offices in Dayton, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Dayton?

Shri Advisors, with 2 registered advisors in Dayton, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 1.

How do I check a financial advisor in Dayton?

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.