Financial ADVSR advisor directory · SEC adviser records
&Partners financial advisors in Albany, NY
Every SEC-registered investment adviser representative at a &Partners office in Albany, A to Z.
4 registered advisors work at &Partners in Albany, out of 539 at the firm nationwide; it ranks number 19 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
&Partners advisors in Albany, A to Z
Every &Partners advisor →- Christopher J. CassidyAlso a broker rep
- Andrew J. Cook Jr.Also a broker rep
- Brandie MulliganCertified Financial Planner · Also a broker rep
- Joanne K. WindasAlso a broker rep
&Partners advisors in every city and state →&Partners: assets, clients and custodians →&Partners news and advisor moves →Advisor Moves: who changed firms this week →
&Partners advisors in other cities
Clayton, MO 198Nashville, TN 83Davidson, NC 6Fayetteville, AR 6Florham Park, NJ 6Saint Louis, MO 6Sumter, SC 6Northbrook, IL 5Tyler, TX 5Aiken, SC 4Arlington Heights, IL 4Bellevue, WA 4Charlottesville, VA 4Naperville, IL 4Basking Ridge, NJ 3
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 &Partners have in Albany?
4 investment adviser representatives are registered at &Partners offices in Albany, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 539 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is &Partners one of the largest advisor employers in Albany?
&Partners ranks number 19 in Albany by registered advisors; LPL Financial LLC has the most, with 58.
How do I check a &Partners 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 &Partners 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.