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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Baldwinsville, NY

Every SEC-registered investment adviser representative at a firm office in Baldwinsville, with the firms that employ the most of them.

The short answer

19 registered advisors work in Baldwinsville; the most are at Cetera Investment Advisers LLC (4). 4 list the CFP designation and 17 are also registered broker representatives.

Firms with the most advisors in Baldwinsville

FirmAdvisors in Baldwinsville
Cetera Investment Advisers LLC news4
LPL Financial LLC news2
Lincoln Investment2
Pfs Investments Inc.2
RBC Capital Markets, LLC news2
Edward Jones news1
Hazard & Siegel Advisory Services LLC1
MML Investors Services, LLC1
Main Street Wealth Management, LLC1
National Wealth Management Group, LLC1
Prentice Wealth Management LLC1
Raymond James & Associates, Inc. news1

Advisors in Baldwinsville, A to Z

CFP advisors in Baldwinsville →

Other cities in New York

All of New York →

New York 15,109Melville 1,194Rochester 906Garden City 754Purchase 718Brooklyn 572Williamsville 461Syracuse 406Albany 390Buffalo 347Pittsford 341Hauppauge 322White Plains 300Cohoes 264Saratoga Springs 242Jericho 237Staten Island 234Latham 228Woodbury 223Amherst 217New York City 195Tarrytown 150Poughkeepsie 128Great Neck 124

Questions

How many financial advisors are in Baldwinsville, NY?

19 investment adviser representatives are registered at firm offices in Baldwinsville, New York, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Baldwinsville?

Cetera Investment Advisers LLC, with 4 registered advisors in Baldwinsville, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Baldwinsville?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.