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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lewiston, NY

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

8 registered advisors work in Lewiston; the most are at Cambridge Investment Research Advisors, Inc. (1). 1 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Lewiston

FirmAdvisors in Lewiston
Cambridge Investment Research Advisors, Inc. news1
Edward Jones news1
Key Investment Services LLC1
LPL Enterprise, LLC news1
Park Avenue Securities LLC1
Riverside Capital Wealth LLC1
Voya Financial Advisors, Inc.1
Wells Fargo Clearing Services, LLC news1

Advisors in Lewiston, A to Z

CFP advisors in Lewiston →

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 Lewiston, NY?

8 investment adviser representatives are registered at firm offices in Lewiston, New York, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Lewiston?

Cambridge Investment Research Advisors, Inc., with 1 registered advisors in Lewiston, followed by Edward Jones with 1.

How do I check a financial advisor in Lewiston?

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.