Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Elmira, NY
Every SEC-registered investment adviser representative at a firm office in Elmira, with the firms that employ the most of them.
The short answer
33 registered advisors work in Elmira; the most are at LPL Financial LLC (8). 3 list the CFP designation and 27 are also registered broker representatives.
Firms with the most advisors in Elmira
Advisors in Elmira, A to Z
CFP advisors in Elmira →- Jill M. BoyceWells Fargo Clearing Services, LLC
- Paul D. Brown IILPL Financial LLC
- Kelly BurdickLPL Financial LLC
- Andrew S. CartwrightValicenti Advisory Services Inc.
- Sydney M. CarvottaLPL Financial LLC
- Justin M. FaulknerLPL Financial LLC
- Bryan P. GilbertState Farm Investment Management Corp.
- Richard L. GoldmanMorgan Stanley
- Noah Q. HunkeleMorgan Stanley
- Jonathan L. KravitzLPL Financial LLC
- Noah KravitzLPL Financial LLC
- Peter P. McEvoyMorgan Stanley
- Andrew J. McFarlandTlg Advisors, Inc.
- Damien A. MusticoThe Mustico Financial Group, Inc.
- Elizabeth G. MusticoThe Mustico Financial Group, Inc.
- Jeffrey S. NaylorValicenti Advisory Services Inc.
- Joshua M. PalmerLPL Financial LLC
- John M. PrinciottoMorgan Stanley
- William T. ReillyWells Fargo Clearing Services, LLC
- Theodore P. ReynoldsLPL Financial LLC
- Joseph E. Rhodes Jr.Tlg Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Louis F. RuizeValicenti Advisory Services Inc.
- Peter S. SchweizerRaymond James Financial Services Advisors, Inc.
- Andrew C. SmithWells Fargo Clearing Services, LLC
- Gregory D. StewartStewart Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jay P. SullivanMML Investors Services, LLC
- Louis C. TaboneMML Investors Services, LLC
- Michael N. TimofeeffVerity Asset Management
- Joseph M. ValicentiValicenti Advisory Services Inc.
- Richard D. WhiteWells Fargo Clearing Services, LLC
- Heather M. WilburMML Investors Services, LLC
- Lynn C. WilliamsVanderbilt Advisory Services · Certified Financial Planner
- Loren W. WoodVanderbilt Advisory Services
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 Elmira, NY?
33 investment adviser representatives are registered at firm offices in Elmira, New York, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Elmira?
LPL Financial LLC, with 8 registered advisors in Elmira, followed by Morgan Stanley with 4.
How do I check a financial advisor in Elmira?
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.