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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Allsquare Wealth Management, LLC financial advisors in Albany, NY

Every SEC-registered investment adviser representative at a Allsquare Wealth Management, LLC office in Albany, A to Z.

The short answer

3 registered advisors work at Allsquare Wealth Management, LLC in Albany, out of 4 at the firm nationwide; it ranks number 25 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.

Allsquare Wealth Management, LLC advisors in Albany, A to Z

Every Allsquare Wealth Management, LLC advisor →

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

Allsquare Wealth Management, LLC advisors in other cities

Cary, NC 1

Other firms in Albany

All Albany advisors →

LPL Financial LLC 53Merrill Lynch, Pierce, Fenner & Smith Incorporated 44Pks Advisory Services, LLC 30Northwestern Mutual Investment Services, LLC 26Strategic Advisers LLC 16Wells Fargo Clearing Services, LLC 16Citizens Securities, Inc. 15Ameriprise Financial Services, LLC 13Janney Montgomery Scott LLC 12UBS Financial Services Inc. 12Focus Partners Wealth, LLC 8Cerity Partners LLC 7

Questions

How many financial advisors does Allsquare Wealth Management, LLC have in Albany?

3 investment adviser representatives are registered at Allsquare Wealth Management, LLC offices in Albany, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Is Allsquare Wealth Management, LLC one of the largest advisor employers in Albany?

Allsquare Wealth Management, LLC ranks number 25 in Albany by registered advisors; LPL Financial LLC has the most, with 53.

How do I check a Allsquare Wealth Management, LLC advisor in Albany?

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 Allsquare Wealth Management, 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.