Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Morristown, NJ
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Morristown, A to Z.
The short answer
4 registered advisors work at Kestra Advisory Services, LLC in Morristown, out of 1,312 at the firm nationwide; it ranks number 21 in the city by advisors. 3 list the CFP designation and 4 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in Morristown, A to Z
Every Kestra Advisory Services, LLC advisor →- Patrick D. AtwoodAlso a broker rep
- Eric K. RosenbergerCertified Financial Planner · Also a broker rep
- Daniel C. SingerCertified Financial Planner · Also a broker rep
- William A. ZimmerCertified Financial Planner · Also a broker rep
Kestra Advisory Services, LLC advisors in every city and state →Kestra Advisory Services, LLC: assets, clients and custodians →Kestra news and advisor moves →Advisor Moves: who changed firms this week →
Kestra Advisory Services, LLC advisors in other cities
Austin, TX 417Port Jefferson, NY 14Fairfield, NJ 13Fort Worth, TX 12Pittsburgh, PA 11Denver, CO 10Freehold, NJ 10Tyler, TX 10Dallas, TX 9Lakewood, CO 9Paramus, NJ 9Plymouth, MN 9Bethesda, MD 8Boca Raton, FL 8Encino, CA 8
Other firms in Morristown
All Morristown advisors →Private Advisor Group, LLC 435Morgan Stanley 246Goldman Sachs Wealth Services, L.P. 71Equitable Advisors, LLC 43Stifel, Nicolaus & Company, Incorporated 36Strategic Advisers LLC 29Beacon Trust 28Corient 27Raymond James Financial Services Advisors, Inc. 23Simon Quick Advisors, LLC 21J.P. Morgan Securities LLC 16Charles Schwab & Co., Inc. 13
Questions
How many financial advisors does Kestra Advisory Services, LLC have in Morristown?
4 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Morristown, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.
Is Kestra Advisory Services, LLC one of the largest advisor employers in Morristown?
Kestra Advisory Services, LLC ranks number 21 in Morristown by registered advisors; Private Advisor Group, LLC has the most, with 435.
How do I check a Kestra Advisory Services, LLC advisor in Morristown?
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 Kestra Advisory Services, 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.