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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lambertville, NJ

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

8 registered advisors work in Lambertville; the most are at Edward Jones (2). 0 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Lambertville

FirmAdvisors in Lambertville
Edward Jones news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Faithward Advisors, LLC1
Greythorne Advisors LLC1
Hofstetter, Cody L.1
Raymond James Financial Services Advisors, Inc. news1

Advisors in Lambertville, A to Z

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Other cities in New Jersey

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Morristown 1,174Princeton 891Paramus 772Red Bank 742Weehawken 631Florham Park 612Pennington 596Summit 488Jersey City 480Marlton 401Parsippany 337Short Hills 296Mount Laurel 283Warren 187Bedminster 176Fairfield 159Cherry Hill 156Wall 156Bridgewater 145Iselin 142Shrewsbury 136Holmdel 131Toms River 125Wayne 122

Questions

How many financial advisors are in Lambertville, NJ?

8 investment adviser representatives are registered at firm offices in Lambertville, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lambertville?

Edward Jones, with 2 registered advisors in Lambertville, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 2.

How do I check a financial advisor in Lambertville?

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.