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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mt Kisco, NY

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

18 registered advisors work in Mt Kisco; the most are at Charles Schwab & Co., Inc. (13). 2 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Mt Kisco

FirmAdvisors in Mt Kisco
Charles Schwab & Co., Inc. news13
Edward Jones news4
Kestra Advisory Services, LLC news1

Advisors in Mt Kisco, A to Z

CFP advisors in Mt Kisco →

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 Mt Kisco, NY?

18 investment adviser representatives are registered at firm offices in Mt Kisco, New York, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Mt Kisco?

Charles Schwab & Co., Inc., with 13 registered advisors in Mt Kisco, followed by Edward Jones with 4.

How do I check a financial advisor in Mt 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.