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Financial ADVSR advisor directory · SEC adviser records

J. W. Cole Advisors, Inc. financial advisors in Pittsford, NY

Every SEC-registered investment adviser representative at a J. W. Cole Advisors, Inc. office in Pittsford, A to Z.

The short answer

7 registered advisors work at J. W. Cole Advisors, Inc. in Pittsford, out of 437 at the firm nationwide; it ranks number 16 in the city by advisors. 3 list the CFP designation and 7 are also registered broker representatives.

J. W. Cole Advisors, Inc. advisors in Pittsford, A to Z

Every J. W. Cole Advisors, Inc. advisor →

J. W. Cole Advisors, Inc. advisors in every city and state →J. W. Cole Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

J. W. Cole Advisors, Inc. advisors in other cities

Tampa, FL 228Midlothian, VA 5White Oak, PA 5Colorado Springs, CO 4Huntsville, AL 4Bethlehem, PA 3Clearwater, FL 3Erie, PA 3Grand Rapids, MI 3Irvine, CA 3Lake Forest, CA 3Lakeville, MN 3Lakewood Ranch, FL 3Lancaster, PA 3Rockledge, FL 3

Other firms in Pittsford

All Pittsford advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 53LPL Financial LLC 26Wells Fargo Clearing Services, LLC 20Commonwealth Financial Network 16Osaic Wealth, Inc. 16Alesco Advisors, LLC, An Esl Company 14Blue Horizon Equity, Inc. 14Charles Schwab & Co., Inc. 14Morgan Stanley 14LPL Enterprise, LLC 13Park Avenue Securities LLC 11Wealth Enhancement Advisory Services, LLC 10

Questions

How many financial advisors does J. W. Cole Advisors, Inc. have in Pittsford?

7 investment adviser representatives are registered at J. W. Cole Advisors, Inc. offices in Pittsford, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 437 nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.

Is J. W. Cole Advisors, Inc. one of the largest advisor employers in Pittsford?

J. W. Cole Advisors, Inc. ranks number 16 in Pittsford by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 53.

How do I check a J. W. Cole Advisors, Inc. advisor in Pittsford?

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. W. Cole Advisors, Inc. 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.