Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Canandaigua, NY
Every SEC-registered investment adviser representative at a firm office in Canandaigua, with the firms that employ the most of them.
20 registered advisors work in Canandaigua; the most are at Commonwealth Financial Network (4). 4 list the CFP designation and 17 are also registered broker representatives.
Firms with the most advisors in Canandaigua
Advisors in Canandaigua, A to Z
CFP advisors in Canandaigua →- Brent J. AscroftEdward Jones
- Derek BrooksWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jacob D. CarrierPfs Investments Inc.
- Allen CohenVanderbilt Advisory Services
- Bradley J. DonnerCl Wealth Management LLC
- Jason M. GroverLPL Financial LLC
- Thomas W. KingsleyPfs Investments Inc.
- Ryan MartinCommonwealth Financial Network
- Jason J. MosherArkadios Wealth Advisors · Certified Financial Planner
- Jason M. MosherArkadios Wealth Advisors
- Amy A. RoxinPrincipal Securities, Inc.
- Wade A. SarkisCommonwealth Financial Network · Certified Financial Planner
- Ryan SchwedfegerJ.P. Morgan Securities LLC
- Marc A. SimmonsSimco Financial
- David R. StalkerPfs Investments Inc.
- Terri L. TorregrossaKey Investment Services LLC
- Nathan E. Van BortelCommonwealth Financial Network
- Tim D. VangorderPfs Investments Inc.
- Timothy J. VeazeyCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Michele R. WilckLPL Financial LLC
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 Canandaigua, NY?
20 investment adviser representatives are registered at firm offices in Canandaigua, 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 Canandaigua?
Commonwealth Financial Network, with 4 registered advisors in Canandaigua, followed by Pfs Investments Inc. with 4.
How do I check a financial advisor in Canandaigua?
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.