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Financial ADVSR advisor directory · SEC adviser records

Sfi Advisors, LLC financial advisors in Montclair, NJ

Every SEC-registered investment adviser representative at a Sfi Advisors, LLC office in Montclair, A to Z.

3 registered advisors work at Sfi Advisors, LLC in Montclair, out of 4 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.

Sfi Advisors, LLC advisors in Montclair, A to Z

Every Sfi Advisors, LLC advisor →

Sfi Advisors, LLC advisors in every city and state →Sfi Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sfi Advisors, LLC advisors in other cities

Weehawken, NJ 1

Other firms in Montclair

All Montclair advisors →

Rmr Wealth Builders, Inc. 34Ameriprise Financial Services, LLC 9J.P. Morgan Securities LLC 3

Questions

How many financial advisors does Sfi Advisors, LLC have in Montclair?

3 investment adviser representatives are registered at Sfi Advisors, LLC offices in Montclair, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

Is Sfi Advisors, LLC one of the largest advisor employers in Montclair?

Sfi Advisors, LLC ranks number 4 in Montclair by registered advisors; Rmr Wealth Builders, Inc. has the most, with 34.

How do I check a Sfi Advisors, LLC advisor in Montclair?

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 Sfi Advisors, 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.