Financial ADVSR advisor directory · SEC adviser records
Focus Partners Wealth, LLC financial advisors in Albany, NY
Every SEC-registered investment adviser representative at a Focus Partners Wealth, LLC office in Albany, A to Z.
The short answer
8 registered advisors work at Focus Partners Wealth, LLC in Albany, out of 952 at the firm nationwide; it ranks number 11 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Focus Partners Wealth, LLC advisors in Albany, A to Z
Every Focus Partners Wealth, LLC advisor →- Gregory R. BrittonChartered Financial Consultant
- John P. HeslinInvestment adviser rep
- Edward J. McCarthyInvestment adviser rep
- Thomas M. McGrathCertified Financial Planner
- Robert M. PalmerCertified Financial Planner
- Mark S. PelersiInvestment adviser rep
- Rachel E. SokaInvestment adviser rep
- Connor I. WigginsInvestment adviser rep
Focus Partners Wealth, LLC advisors in every city and state →Focus Partners Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Focus Partners Wealth, LLC advisors in other cities
St. Louis, MO 151Chicago, IL 53Atlanta, GA 32Boston, MA 30Deerfield, IL 27Scottsdale, AZ 22Clayton, MO 21Wellesley, MA 21Menlo Park, CA 19Nashville, TN 17Denver, CO 16Indianapolis, IN 15New York, NY 15Seattle, WA 15Westport, CT 15
Other firms in Albany
All Albany advisors →LPL Financial LLC 58Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Pks Advisory Services, LLC 33Northwestern Mutual Investment Services, LLC 28Strategic Advisers LLC 17Wells Fargo Clearing Services, LLC 17Janney Montgomery Scott LLC 13UBS Financial Services Inc. 12Ameriprise Financial Services, LLC 11Citizens Securities, Inc. 10Private Advisor Group, LLC 8Charles Schwab & Co., Inc. 7
Questions
How many financial advisors does Focus Partners Wealth, LLC have in Albany?
8 investment adviser representatives are registered at Focus Partners Wealth, LLC offices in Albany, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 952 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Focus Partners Wealth, LLC one of the largest advisor employers in Albany?
Focus Partners Wealth, LLC ranks number 11 in Albany by registered advisors; LPL Financial LLC has the most, with 58.
How do I check a Focus Partners Wealth, 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 Focus Partners Wealth, 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.