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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Plsttsburgh, NY

Every SEC-registered investment adviser representative at a firm office in Plsttsburgh, with the firms that employ the most of them.

The short answer

1 registered advisors work in Plsttsburgh; the most are at Niles Asset Management, Inc. (1). 1 list the CFP designation and 0 are also registered broker representatives.

Firms with the most advisors in Plsttsburgh

FirmAdvisors in Plsttsburgh
Niles Asset Management, Inc.1

Advisors in Plsttsburgh, A to Z

CFP advisors in Plsttsburgh →
  • Terry L. NilesNiles Asset Management, Inc. · Certified Financial Planner

Other cities in New York

All of New York →

New York 15,381Melville 1,215Rochester 913Garden City 762Purchase 731Brooklyn 575Williamsville 466Syracuse 426Albany 379Buffalo 364Pittsford 347Hauppauge 331White Plains 315Cohoes 275Saratoga Springs 243Jericho 242Amherst 235Latham 233Woodbury 227Staten Island 226New York City 199Tarrytown 147Poughkeepsie 132Great Neck 120

Questions

How many financial advisors are in Plsttsburgh, NY?

1 investment adviser representatives are registered at firm offices in Plsttsburgh, New York, according to the SEC's Investment Adviser Public Disclosure records. 0 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Plsttsburgh?

Niles Asset Management, Inc., with 1 registered advisors in Plsttsburgh.

How do I check a financial advisor in Plsttsburgh?

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.