Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Getzville, NY
Every SEC-registered investment adviser representative at a firm office in Getzville, with the firms that employ the most of them.
32 registered advisors work in Getzville; the most are at Capital Analysts (16). 12 list the CFP designation and 27 are also registered broker representatives.
Firms with the most advisors in Getzville
| Firm | Advisors in Getzville |
|---|---|
| Capital Analysts | 16 |
| Landmark Wealth Management | 4 |
| LPL Enterprise, LLC news | 3 |
| Citigroup Global Markets Inc. news | 2 |
| LPL Financial LLC news | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Eagle Strategies LLC | 1 |
| Equitable Advisors, LLC news | 1 |
| Raimond Wealth Management LLC | 1 |
| Transamerica Retirement Advisors, LLC | 1 |
Advisors in Getzville, A to Z
CFP advisors in Getzville →- Wesley AustinLandmark Wealth Management · Certified Financial Planner
- Daniel BertleffLandmark Wealth Management · Certified Financial Planner
- Mark W. ConomosCapital Analysts · Certified Financial Planner
- David J. ConstantinoCapital Analysts
- Lindsay J. DelellisLandmark Wealth Management · Certified Financial Planner
- Jacob A. DenzCapital Analysts · Certified Financial Planner
- Michael J. DilulloCapital Analysts · Certified Financial Planner
- Alyssa C. DosztanLPL Enterprise, LLC
- Thomas DuganCapital Analysts
- Shane T. FederkoLPL Enterprise, LLC
- Kathleen M. FlynnEagle Strategies LLC
- Nicholas S. KellyEquitable Advisors, LLC
- Jeffrey D. KneyCapital Analysts
- Jeffrey M. KneyCapital Analysts · Certified Financial Planner
- Brian K. LaibleLandmark Wealth Management · Certified Financial Planner, Personal Financial Specialist
- Olivia LyonsCapital Analysts
- Corey M. MalstromCapital Analysts · Certified Financial Planner
- James H. MillerCapital Analysts · Certified Financial Planner
- Jeffrey M. OttCapital Analysts
- Marc A. PanaroCapital Analysts · Certified Financial Planner
- Frank R. Pelosi Jr.Capital Analysts
- Brenda M. Pokojowczyk-SmithCitigroup Global Markets Inc.
- Thomas M. PontrelloCapital Analysts · Certified Financial Planner
- Micah J. PuscheckAmeriprise Financial Services, LLC
- Joseph V. RaimondRaimond Wealth Management LLC
- John M. ScioliCapital Analysts
- Alexis I. SwitzerCitigroup Global Markets Inc.
- Bernard A. UngerLPL Financial LLC
- Candice UzarowskiLPL Financial LLC
- Anthony J. VandetteTransamerica Retirement Advisors, LLC
- Bryan J. WeinsteinLPL Enterprise, LLC
- Austin B. WillisonCapital Analysts
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 Getzville, NY?
32 investment adviser representatives are registered at firm offices in Getzville, New York, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 12 list the CFP designation.
Which firm has the most financial advisors in Getzville?
Capital Analysts, with 16 registered advisors in Getzville, followed by Landmark Wealth Management with 4.
How do I check a financial advisor in Getzville?
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.