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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Ithaca, NY

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

50 registered advisors work in Ithaca; the most are at Morgan Stanley (6). 13 list the CFP designation and 34 are also registered broker representatives.

Firms with the most advisors in Ithaca

FirmAdvisors in Ithaca
Morgan Stanley news6
Cornell Pochily Investment Advisors, Inc.5
LPL Financial LLC news5
Tiaa-Cref Individual & Institutional Services, LLC5
Wells Fargo Clearing Services, LLC news4
Fingerlakes Wealth Management, Inc.3
Anchor Capital Management, LLC2
Centennial Wealth Management Inc.2
Edward Jones news2
LPL Enterprise, LLC news2
New Horizon Financial Strategies, LLC2
State Farm Investment Management Corp.2
Ameriprise Financial Services, LLC news1
Charles Schwab & Co., Inc. news1
Forum Financial Management, LP1
J.P. Morgan Securities LLC news1
Key Investment Services LLC1
Merryfield Barnes, LLC1
Moors & Cabot, Inc.1
Raymond James Financial Services Advisors, Inc. news1
S Conway Consulting, LLC1
Spc1

Advisors in Ithaca, A to Z

CFP advisors in Ithaca →

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 Ithaca, NY?

50 investment adviser representatives are registered at firm offices in Ithaca, New York, according to the SEC's Investment Adviser Public Disclosure records. 34 of them are also registered as broker representatives, and 13 list the CFP designation.

Which firm has the most financial advisors in Ithaca?

Morgan Stanley, with 6 registered advisors in Ithaca, followed by Cornell Pochily Investment Advisors, Inc. with 5.

How do I check a financial advisor in Ithaca?

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.