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Financial ADVSR advisor directory · SEC adviser records

Simmons Capital Group financial advisors in Halfmoon, NY

Every SEC-registered investment adviser representative at a Simmons Capital Group office in Halfmoon, A to Z.

5 registered advisors work at Simmons Capital Group in Halfmoon, out of 7 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Simmons Capital Group advisors in Halfmoon, A to Z

Every Simmons Capital Group advisor →

Simmons Capital Group advisors in every city and state →Simmons Capital Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Simmons Capital Group advisors in other cities

Chicago, IL 1Riverside, CA 1

Other firms in Halfmoon

All Halfmoon advisors →

Steward Advisors Group, LLC 7

Questions

How many financial advisors does Simmons Capital Group have in Halfmoon?

5 investment adviser representatives are registered at Simmons Capital Group offices in Halfmoon, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Is Simmons Capital Group one of the largest advisor employers in Halfmoon?

Simmons Capital Group ranks number 2 in Halfmoon by registered advisors; Steward Advisors Group, LLC has the most, with 7.

How do I check a Simmons Capital Group advisor in Halfmoon?

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 Simmons Capital Group 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.