Financial ADVSR advisor directory · SEC adviser records
Podell Financial Group LLC financial advisors in Fairfield, NJ
Every SEC-registered investment adviser representative at a Podell Financial Group LLC office in Fairfield, A to Z.
The short answer
4 registered advisors work at Podell Financial Group LLC in Fairfield, out of 4 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Podell Financial Group LLC advisors in Fairfield, A to Z
Every Podell Financial Group LLC advisor →- Michael J. KellyInvestment adviser rep
- Jennifer V. KerrInvestment adviser rep
- David PodellInvestment adviser rep
- David YatesInvestment adviser rep
Podell Financial Group LLC advisors in every city and state →Podell Financial Group LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Fairfield
All Fairfield advisors →MML Investors Services, LLC 37LPL Financial LLC 22Cornerstone Planning Group 12Kestra Advisory Services, LLC 11Key Client Fiduciary Advisors, LLC 10Cetera Investment Advisers LLC 7Ameriprise Financial Services, LLC 6Sandro Wealth Management LLC 5LPL Enterprise, LLC 4Osaic Wealth, Inc. 3Strategic Family Wealth Counselors, L.L.C. 3
Questions
How many financial advisors does Podell Financial Group LLC have in Fairfield?
4 investment adviser representatives are registered at Podell Financial Group LLC offices in Fairfield, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Podell Financial Group LLC one of the largest advisor employers in Fairfield?
Podell Financial Group LLC ranks number 10 in Fairfield by registered advisors; MML Investors Services, LLC has the most, with 37.
How do I check a Podell Financial Group LLC advisor in Fairfield?
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 Podell Financial Group LLC 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.