Financial ADVSR advisor directory · SEC adviser records
John G. Ullman & Associates, Inc. financial advisors in Horseheads, NY
Every SEC-registered investment adviser representative at a John G. Ullman & Associates, Inc. office in Horseheads, A to Z.
The short answer
17 registered advisors work at John G. Ullman & Associates, Inc. in Horseheads, out of 23 at the firm nationwide; it ranks number 1 in the city by advisors. 9 list the CFP designation and 0 are also registered broker representatives.
John G. Ullman & Associates, Inc. advisors in Horseheads, A to Z
Every John G. Ullman & Associates, Inc. advisor →- Joseph T. AshtonInvestment adviser rep
- Jakob P. BrostInvestment adviser rep
- Todd A. BrostCertified Financial Planner
- Lisa A. CaracciInvestment adviser rep
- Alexander T. ChachoInvestment adviser rep
- Daniel A. CoakwellInvestment adviser rep
- Sarah E. CollierInvestment adviser rep
- Logan J. DibbleInvestment adviser rep
- Kathryn W. GerwigCertified Financial Planner
- Amanda L. Herrick SmithCertified Financial Planner
- Lynda J. LanderCertified Financial Planner
- Jase H. MerrillInvestment adviser rep
- Jason D. NickersonCertified Financial Planner
- Judith A. PalumboCertified Financial Planner
- Shawn S. TwiggCertified Financial Planner
- Darren L. WilcoxCertified Financial Planner
- Peter J. WinnettCertified Financial Planner
John G. Ullman & Associates, Inc. advisors in every city and state →John G. Ullman & Associates, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
John G. Ullman & Associates, Inc. advisors in other cities
Questions
How many financial advisors does John G. Ullman & Associates, Inc. have in Horseheads?
17 investment adviser representatives are registered at John G. Ullman & Associates, Inc. offices in Horseheads, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 23 nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Is John G. Ullman & Associates, Inc. one of the largest advisor employers in Horseheads?
John G. Ullman & Associates, Inc. ranks number 1 in Horseheads by registered advisors, ahead of every other firm.
How do I check a John G. Ullman & Associates, Inc. advisor in Horseheads?
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 John G. Ullman & Associates, 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.