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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Dewitt, NY

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

The short answer

66 registered advisors work in Dewitt; the most are at Hazard & Siegel Advisory Services LLC (19). 2 list the CFP designation and 54 are also registered broker representatives.

Firms with the most advisors in Dewitt

FirmAdvisors in Dewitt
Hazard & Siegel Advisory Services LLC19
LPL Enterprise, LLC news10
Wells Fargo Clearing Services, LLC news9
Eagle Strategies LLC6
J.W.burns & Company, Inc.6
Stifel, Nicolaus & Company, Incorporated news4
Omc Financial Services Ltd.3
R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors3
Commonwealth Financial Network news2
Ives Hill Wealth Management2
LPL Financial LLC news2
Charles Schwab & Co., Inc. news1
Edward Jones news1

Advisors in Dewitt, A to Z

CFP advisors in Dewitt →

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 Dewitt, NY?

66 investment adviser representatives are registered at firm offices in Dewitt, New York, according to the SEC's Investment Adviser Public Disclosure records. 54 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Dewitt?

Hazard & Siegel Advisory Services LLC, with 19 registered advisors in Dewitt, followed by LPL Enterprise, LLC with 10.

How do I check a financial advisor in Dewitt?

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.