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Financial ADVSR advisor directory · SEC adviser records

Kickstand Wealth Advisors financial advisors in Pittsford, NY

Every SEC-registered investment adviser representative at a Kickstand Wealth Advisors office in Pittsford, A to Z.

The short answer

4 registered advisors work at Kickstand Wealth Advisors in Pittsford, out of 4 at the firm nationwide; it ranks number 20 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Kickstand Wealth Advisors advisors in Pittsford, A to Z

Every Kickstand Wealth Advisors advisor →

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Other firms in Pittsford

All Pittsford advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 54LPL Financial LLC 26Wells Fargo Clearing Services, LLC 25Commonwealth Financial Network 16Osaic Wealth, Inc. 15Alesco Advisors, LLC, An Esl Company 14Morgan Stanley 14Blue Horizon Equity, Inc. 12Charles Schwab & Co., Inc. 12LPL Enterprise, LLC 11Park Avenue Securities LLC 11Cetera Investment Advisers LLC 8

Questions

How many financial advisors does Kickstand Wealth Advisors have in Pittsford?

4 investment adviser representatives are registered at Kickstand Wealth Advisors offices in Pittsford, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Kickstand Wealth Advisors one of the largest advisor employers in Pittsford?

Kickstand Wealth Advisors ranks number 20 in Pittsford by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 54.

How do I check a Kickstand Wealth Advisors 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 Kickstand Wealth Advisors 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.