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Financial ADVSR advisor directory · SEC adviser records

Imperity Wealth Alliance LLC financial advisors in Melville, NY

Every SEC-registered investment adviser representative at a Imperity Wealth Alliance LLC office in Melville, A to Z.

The short answer

8 registered advisors work at Imperity Wealth Alliance LLC in Melville, out of 10 at the firm nationwide; it ranks number 29 in the city by advisors. 2 list the CFP designation and 8 are also registered broker representatives.

Imperity Wealth Alliance LLC advisors in Melville, A to Z

Every Imperity Wealth Alliance LLC advisor →

Imperity Wealth Alliance LLC advisors in every city and state →Imperity Wealth Alliance LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Imperity Wealth Alliance LLC advisors in other cities

New York, NY 2

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 Imperity Wealth Alliance LLC have in Melville?

8 investment adviser representatives are registered at Imperity Wealth Alliance LLC offices in Melville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 2 list the CFP designation and 8 are also registered as broker representatives.

Is Imperity Wealth Alliance LLC one of the largest advisor employers in Melville?

Imperity Wealth Alliance LLC ranks number 29 in Melville by registered advisors; Equitable Advisors, LLC has the most, with 151.

How do I check a Imperity Wealth Alliance LLC 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 Imperity Wealth Alliance LLC 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.