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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Glenville, NY

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

4 registered advisors work in Glenville; the most are at Cetera Investment Advisers LLC (1). 1 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Glenville

FirmAdvisors in Glenville
Cetera Investment Advisers LLC news1
Edward Jones news1
Sip Financial Services1
State Farm Investment Management Corp.1

Advisors in Glenville, A to Z

CFP advisors in Glenville →

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 Glenville, NY?

4 investment adviser representatives are registered at firm offices in Glenville, New York, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Glenville?

Cetera Investment Advisers LLC, with 1 registered advisors in Glenville, followed by Edward Jones with 1.

How do I check a financial advisor in Glenville?

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.