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Financial ADVSR advisor directory · SEC adviser records

Roundview Capital, LLC financial advisors in Princeton, NJ

Every SEC-registered investment adviser representative at a Roundview Capital, LLC office in Princeton, A to Z.

The short answer

5 registered advisors work at Roundview Capital, LLC in Princeton, out of 5 at the firm nationwide; it ranks number 22 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Roundview Capital, LLC advisors in Princeton, A to Z

Every Roundview Capital, LLC advisor →

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

Other firms in Princeton

All Princeton advisors →

Blackrock Investment Management, LLC 362Merrill Lynch, Pierce, Fenner & Smith Incorporated 107Advisors Asset Management, Inc. 36Strategic Advisers LLC 24Wells Fargo Clearing Services, LLC 23UBS Financial Services Inc. 22RBC Capital Markets, LLC 18Charles Schwab & Co., Inc. 17Princeton Global Asset Management LLC 17Northwestern Mutual Investment Services, LLC 15Tiaa-Cref Individual & Institutional Services, LLC 15LPL Financial LLC 12

Questions

How many financial advisors does Roundview Capital, LLC have in Princeton?

5 investment adviser representatives are registered at Roundview Capital, LLC offices in Princeton, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Roundview Capital, LLC one of the largest advisor employers in Princeton?

Roundview Capital, LLC ranks number 22 in Princeton by registered advisors; Blackrock Investment Management, LLC has the most, with 362.

How do I check a Roundview Capital, LLC advisor in Princeton?

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 Roundview Capital, 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.