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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Copake, NY

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

The short answer

2 registered advisors work in Copake; the most are at Key Investment Services LLC (1). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Copake

FirmAdvisors in Copake
Key Investment Services LLC1
Osaic Institutions, Inc. news1

Advisors in Copake, A to Z

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Other cities in New York

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New York 15,381Melville 1,215Rochester 913Garden City 762Purchase 731Brooklyn 575Williamsville 466Syracuse 426Albany 379Buffalo 364Pittsford 347Hauppauge 331White Plains 315Cohoes 275Saratoga Springs 243Jericho 242Amherst 235Latham 233Woodbury 227Staten Island 226New York City 199Tarrytown 147Poughkeepsie 132Great Neck 120

Questions

How many financial advisors are in Copake, NY?

2 investment adviser representatives are registered at firm offices in Copake, New York, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Copake?

Key Investment Services LLC, with 1 registered advisors in Copake, followed by Osaic Institutions, Inc. with 1.

How do I check a financial advisor in Copake?

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.