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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mount Kisco, NY

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

24 registered advisors work in Mount Kisco; the most are at J.P. Morgan Securities LLC (3). 0 list the CFP designation and 16 are also registered broker representatives.

Firms with the most advisors in Mount Kisco

FirmAdvisors in Mount Kisco
J.P. Morgan Securities LLC news3
Cetera Investment Advisers LLC news2
Osaic Wealth, Inc. news2
Ameriprise Financial Services, LLC news1
Bjs Advisors1
Cannistra Financial Advisors Inc.1
Charles Schwab & Co., Inc. news1
Clarity Investments + Planning LLC1
Dsm Capital Partners1
Innovative Private Wealth Management Inc.1
Kingsland Investments1
LPL Enterprise, LLC news1
LPL Financial LLC news1
M & I Financial Planning Services1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morgan Stanley news1
Osaic Institutions, Inc. news1
UBS Financial Services Inc. news1
Wealthwise, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Mount Kisco, A to Z

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Other cities in New York

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New York 16,101Melville 1,285Rochester 967Garden City 805Purchase 764Brooklyn 596Williamsville 496Syracuse 450Albany 411Buffalo 384Pittsford 372Hauppauge 352White Plains 330Cohoes 279Jericho 260Saratoga Springs 253Amherst 247Latham 243Staten Island 243Woodbury 242New York City 202Tarrytown 154Poughkeepsie 140Great Neck 132

Questions

How many financial advisors are in Mount Kisco, NY?

24 investment adviser representatives are registered at firm offices in Mount Kisco, New York, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Mount Kisco?

J.P. Morgan Securities LLC, with 3 registered advisors in Mount Kisco, followed by Cetera Investment Advisers LLC with 2.

How do I check a financial advisor in Mount Kisco?

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.