Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Olean, NY
Every SEC-registered investment adviser representative at a firm office in Olean, with the firms that employ the most of them.
30 registered advisors work in Olean; the most are at Cetera Investment Advisers LLC (10). 9 list the CFP designation and 27 are also registered broker representatives.
Firms with the most advisors in Olean
Advisors in Olean, A to Z
CFP advisors in Olean →- Todd R. AllenMorgan Stanley
- Stephanie L. AloiCetera Investment Advisers LLC
- Teresa L. BarieCetera Investment Advisers LLC · Certified Financial Planner
- Lucas A. BurtonCetera Investment Advisers LLC
- Dana L. CornellLincoln Park Capital LLC · Certified Financial Planner
- Ronald F. DapolitoCambridge Investment Research Advisors, Inc.
- Paula F. DerwickCetera Investment Advisers LLC · Certified Financial Planner
- Corey J. HaasMorgan Stanley
- Timothy L. HallCommonwealth Financial Network
- Mark G. HendrixCetera Investment Advisers LLC · Certified Financial Planner
- Sonya C. HirtMorgan Stanley
- Patrick M. HollenbeckEdward Jones
- John J. IrvingMML Investors Services, LLC
- Deborah C. JacksonCetera Investment Advisers LLC · Certified Financial Planner
- Tallena N. KallenbachMorgan Stanley
- Kyle KirkLincoln Park Capital LLC · Certified Financial Planner
- Kelly C. Lent-PaulCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- John F. McLaughlin IIIAmeriprise Financial Services, LLC
- Romer MendezLPL Financial LLC
- Kaden J. MoyerCetera Investment Advisers LLC · Certified Financial Planner
- Jon R. OrcuttAfl Advisory Group LLC
- Jillian M. PleakisMorgan Stanley
- Eileen M. ProtoCetera Investment Advisers LLC
- Louis J. ProtoCetera Investment Advisers LLC · Certified Financial Planner
- Pamela S. ShumwayMorgan Stanley
- Vicky L. SteffenhagenMorgan Stanley
- Barry P. SullivanWells Fargo Advisors Financial Network, LLC
- Aaron M. VincentCommonwealth Financial Network
- Dylan VincentCommonwealth Financial Network
- Troy M. VincentCommonwealth Financial Network
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 Olean, NY?
30 investment adviser representatives are registered at firm offices in Olean, New York, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 9 list the CFP designation.
Which firm has the most financial advisors in Olean?
Cetera Investment Advisers LLC, with 10 registered advisors in Olean, followed by Morgan Stanley with 7.
How do I check a financial advisor in Olean?
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.