Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

J. Safra Asset Management Corporation financial advisors in New York City, NY

Every SEC-registered investment adviser representative at a J. Safra Asset Management Corporation office in New York City, A to Z.

The short answer

4 registered advisors work at J. Safra Asset Management Corporation in New York City, out of 8 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

J. Safra Asset Management Corporation advisors in New York City, A to Z

Every J. Safra Asset Management Corporation advisor →

J. Safra Asset Management Corporation advisors in other cities

Aventura, FL 4

Other firms in New York City

All New York City advisors →

Charles Schwab & Co., Inc. 92Citigroup Global Markets Inc. 24Strategic Advisers LLC 15UBS Financial Services Inc. 11Hightower Advisors, LLC 10Retirement And Wealth At Alliant, LLC 8Hsbc Securities (USA) Inc. 7Schwab Wealth Advisory, Inc. 4

Questions

How many financial advisors does J. Safra Asset Management Corporation have in New York City?

4 investment adviser representatives are registered at J. Safra Asset Management Corporation offices in New York City, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is J. Safra Asset Management Corporation one of the largest advisor employers in New York City?

J. Safra Asset Management Corporation ranks number 8 in New York City by registered advisors; Charles Schwab & Co., Inc. has the most, with 92.

How do I check a J. Safra Asset Management Corporation advisor in New York City?

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 J. Safra Asset Management Corporation 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.