Financial ADVSR advisor directory · SEC adviser records
J.W.burns & Company, Inc. financial advisors in Dewitt, NY
Every SEC-registered investment adviser representative at a J.W.burns & Company, Inc. office in Dewitt, A to Z.
The short answer
6 registered advisors work at J.W.burns & Company, Inc. in Dewitt, out of 6 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
J.W.burns & Company, Inc. advisors in Dewitt, A to Z
Every J.W.burns & Company, Inc. advisor →- Peter N. Bunitsky Jr.Investment adviser rep
- James C. BurnsChartered Financial Analyst
- Andrew J. DerrenbackerCertified Financial Planner, Chartered Financial Analyst
- Edward A. GrassiInvestment adviser rep
- Thaddeus MalleyCertified Financial Planner
- John C. ZimmermanInvestment adviser rep
J.W.burns & Company, Inc. advisors in every city and state →J.W.burns & Company, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Dewitt
All Dewitt advisors →Hazard & Siegel Advisory Services LLC 19LPL Enterprise, LLC 10Wells Fargo Clearing Services, LLC 9Eagle Strategies LLC 6Stifel, Nicolaus & Company, Incorporated 4Omc Financial Services Ltd. 3R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors 3
Questions
How many financial advisors does J.W.burns & Company, Inc. have in Dewitt?
6 investment adviser representatives are registered at J.W.burns & Company, Inc. offices in Dewitt, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is J.W.burns & Company, Inc. one of the largest advisor employers in Dewitt?
J.W.burns & Company, Inc. ranks number 5 in Dewitt by registered advisors; Hazard & Siegel Advisory Services LLC has the most, with 19.
How do I check a J.W.burns & Company, Inc. advisor in Dewitt?
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 J.W.burns & Company, Inc. 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.