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Financial ADVSR advisor directory · SEC adviser records

Compass Advisors financial advisors in Melville, NY

Every SEC-registered investment adviser representative at a Compass Advisors office in Melville, A to Z.

4 registered advisors work at Compass Advisors in Melville, out of 4 at the firm nationwide; it ranks number 42 in the city by advisors. 3 list the CFP designation and 2 are also registered broker representatives.

Compass Advisors advisors in Melville, A to Z

Every Compass Advisors advisor →

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

Other firms in Melville

All Melville advisors →

Equitable Advisors, LLC 151Merrill Lynch, Pierce, Fenner & Smith Incorporated 138Morgan Stanley 100Wells Fargo Clearing Services, LLC 71Wells Fargo Advisors Financial Network, LLC 57Ameriprise Financial Services, LLC 55LPL Financial LLC 54LPL Enterprise, LLC 45UBS Financial Services Inc. 43Park Avenue Securities LLC 38Osaic Wealth, Inc. 35Eagle Strategies LLC 29

Questions

How many financial advisors does Compass Advisors have in Melville?

4 investment adviser representatives are registered at Compass Advisors offices in Melville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 2 are also registered as broker representatives.

Is Compass Advisors one of the largest advisor employers in Melville?

Compass Advisors ranks number 42 in Melville by registered advisors; Equitable Advisors, LLC has the most, with 151.

How do I check a Compass Advisors advisor in Melville?

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 Compass Advisors 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.