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Financial ADVSR advisor directory · SEC adviser records

Magnolia Capital Management financial advisors in Cold Spring, NY

Every SEC-registered investment adviser representative at a Magnolia Capital Management office in Cold Spring, A to Z.

The short answer

4 registered advisors work at Magnolia Capital Management in Cold Spring, out of 4 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Magnolia Capital Management advisors in Cold Spring, A to Z

Every Magnolia Capital Management advisor →

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Questions

How many financial advisors does Magnolia Capital Management have in Cold Spring?

4 investment adviser representatives are registered at Magnolia Capital Management offices in Cold Spring, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Magnolia Capital Management one of the largest advisor employers in Cold Spring?

Magnolia Capital Management ranks number 1 in Cold Spring by registered advisors, ahead of every other firm.

How do I check a Magnolia Capital Management advisor in Cold Spring?

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 Magnolia Capital Management 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.