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Financial ADVSR advisor directory · SEC adviser records

Independent Family Office, LLC financial advisors in Albany, NY

Every SEC-registered investment adviser representative at a Independent Family Office, LLC office in Albany, A to Z.

The short answer

3 registered advisors work at Independent Family Office, LLC in Albany, out of 3 at the firm nationwide; it ranks number 29 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Independent Family Office, LLC advisors in Albany, A to Z

Every Independent Family Office, LLC advisor →

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

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. 10Focus Partners Wealth, LLC 8Private Advisor Group, LLC 8

Questions

How many financial advisors does Independent Family Office, LLC have in Albany?

3 investment adviser representatives are registered at Independent Family Office, LLC offices in Albany, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Independent Family Office, LLC one of the largest advisor employers in Albany?

Independent Family Office, LLC ranks number 29 in Albany by registered advisors; LPL Financial LLC has the most, with 58.

How do I check a Independent Family Office, 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 Independent Family Office, 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.