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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bronxville, NY

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

32 registered advisors work in Bronxville; the most are at Citigroup Global Markets Inc. (4). 7 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Bronxville

FirmAdvisors in Bronxville
Citigroup Global Markets Inc. news4
J.P. Morgan Securities LLC news4
Aegis Capital Corp.3
Capital Preservation Partners, Inc.2
Barak Asset Management LLC1
Beckerman Wealth1
Cambridge Investment Research Advisors, Inc. news1
Courseview Capital LLC1
Eaglestone Capital Management LLC1
Edward Jones news1
Empower Advisory Group, LLC1
First Trust Advisors LP1
Fort Point Capital Partners LLC1
Lucre Advisory LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morgan Stanley news1
Msm Financial Strategies1
Ndure Global LLC1
One Oak Capital Management, LLC1
Shfp, LLC1
Sorenson Impact Advisory1
Vioni Capital Management, LLC1
Xypn Sapphire1

Advisors in Bronxville, A to Z

CFP advisors in Bronxville →

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 Bronxville, NY?

32 investment adviser representatives are registered at firm offices in Bronxville, New York, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Bronxville?

Citigroup Global Markets Inc., with 4 registered advisors in Bronxville, followed by J.P. Morgan Securities LLC with 4.

How do I check a financial advisor in Bronxville?

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.