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Financial ADVSR advisor directory · SEC adviser records

Cfm Advisors Inc. financial advisors in Hauppauge, NY

Every SEC-registered investment adviser representative at a Cfm Advisors Inc. office in Hauppauge, A to Z.

The short answer

3 registered advisors work at Cfm Advisors Inc. in Hauppauge, out of 4 at the firm nationwide; it ranks number 19 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Cfm Advisors Inc. advisors in Hauppauge, A to Z

Every Cfm Advisors Inc. advisor →

Cfm Advisors Inc. advisors in every city and state →Cfm Advisors Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Cfm Advisors Inc. advisors in other cities

Forest Hill, MD 1

Other firms in Hauppauge

All Hauppauge advisors →

Ameriprise Financial Services, LLC 52Morgan Stanley 41Equity Services, Inc. 32MML Investors Services, LLC 27Osaic Wealth, Inc. 27Stifel, Nicolaus & Company, Incorporated 21Lebenthal Global Advisors, LLC 14Partners Capital Services, Inc. 12LPL Financial LLC 10Cetera Investment Advisers LLC 9Oppenheimer & Co. Inc. 9Gwn Securities Inc. 8

Questions

How many financial advisors does Cfm Advisors Inc. have in Hauppauge?

3 investment adviser representatives are registered at Cfm Advisors Inc. offices in Hauppauge, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Cfm Advisors Inc. one of the largest advisor employers in Hauppauge?

Cfm Advisors Inc. ranks number 19 in Hauppauge by registered advisors; Ameriprise Financial Services, LLC has the most, with 52.

How do I check a Cfm Advisors Inc. advisor in Hauppauge?

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 Cfm Advisors 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.