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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Larchmont, NY

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

20 registered advisors work in Larchmont; the most are at J.P. Morgan Securities LLC (3). 2 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in Larchmont

FirmAdvisors in Larchmont
J.P. Morgan Securities LLC news3
Morgan Stanley news3
Aegis Capital Corp.2
Afa Advisors LLC2
Heydorn Stone Capital Management LLC2
LPL Financial LLC news2
Alight Financial Advisors, LLC1
American European Asset Management LLC1
Eighty Rods Advisors1
Goldman Sachs Wealth Services, L.P. news1
Savvy1
Wells Fargo Clearing Services, LLC news1

Advisors in Larchmont, A to Z

CFP advisors in Larchmont →

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 Larchmont, NY?

20 investment adviser representatives are registered at firm offices in Larchmont, New York, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Larchmont?

J.P. Morgan Securities LLC, with 3 registered advisors in Larchmont, followed by Morgan Stanley with 3.

How do I check a financial advisor in Larchmont?

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.