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Financial ADVSR advisor directory · SEC adviser records

Capital Insights Group Of Wny, LLC. financial advisors in Buffalo, NY

Every SEC-registered investment adviser representative at a Capital Insights Group Of Wny, LLC. office in Buffalo, A to Z.

The short answer

3 registered advisors work at Capital Insights Group Of Wny, LLC. in Buffalo, out of 3 at the firm nationwide; it ranks number 22 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Capital Insights Group Of Wny, LLC. advisors in Buffalo, A to Z

Every Capital Insights Group Of Wny, LLC. advisor →

Capital Insights Group Of Wny, LLC. advisors in every city and state →Capital Insights Group Of Wny, LLC.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Buffalo

All Buffalo advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 44Hsbc Securities (USA) Inc. 37LPL Financial LLC 35UBS Financial Services Inc. 31Park Avenue Securities LLC 20Raymond James Financial Services Advisors, Inc. 19Morgan Stanley 14Cetera Investment Advisers LLC 13Trubee Wealth Advisors, Inc. 13Sandhill Investment Management 11Courier Capital, LLC 10Osaic Wealth, Inc. 10

Questions

How many financial advisors does Capital Insights Group Of Wny, LLC. have in Buffalo?

3 investment adviser representatives are registered at Capital Insights Group Of Wny, LLC. offices in Buffalo, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Capital Insights Group Of Wny, LLC. one of the largest advisor employers in Buffalo?

Capital Insights Group Of Wny, LLC. ranks number 22 in Buffalo by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 44.

How do I check a Capital Insights Group Of Wny, LLC. advisor in Buffalo?

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 Capital Insights Group Of Wny, 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.