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Financial ADVSR advisor directory · SEC adviser records

Valmark Advisers, Inc. financial advisors in Pittsford, NY

Every SEC-registered investment adviser representative at a Valmark Advisers, Inc. office in Pittsford, A to Z.

The short answer

4 registered advisors work at Valmark Advisers, Inc. in Pittsford, out of 267 at the firm nationwide; it ranks number 22 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Valmark Advisers, Inc. advisors in Pittsford, A to Z

Every Valmark Advisers, Inc. advisor →

Valmark Advisers, Inc. advisors in every city and state →Valmark Advisers, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Valmark Advisers, Inc. advisors in other cities

Akron, OH 41Cincinnati, OH 12Falmouth, ME 12Mason, MI 8Irvine, CA 7Canfield, OH 6Fairlawn, OH 6Plainville, MA 6Fort Wright, KY 5Gloucester, MA 5Jackson, MS 5San Francisco, CA 5Ashburn, VA 4Charlotte, NC 4Fort Lauderdale, FL 4

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 Valmark Advisers, Inc. have in Pittsford?

4 investment adviser representatives are registered at Valmark Advisers, Inc. offices in Pittsford, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 267 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Valmark Advisers, Inc. one of the largest advisor employers in Pittsford?

Valmark Advisers, Inc. ranks number 22 in Pittsford by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 53.

How do I check a Valmark Advisers, 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 Valmark Advisers, 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.