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Financial ADVSR advisor directory · SEC adviser records

Main Street Financial financial advisors in Purchase, NY

Every SEC-registered investment adviser representative at a Main Street Financial office in Purchase, A to Z.

The short answer

3 registered advisors work at Main Street Financial in Purchase, out of 3 at the firm nationwide; it ranks number 10 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Main Street Financial advisors in Purchase, A to Z

Every Main Street Financial advisor →

Main Street Financial advisors in every city and state →Main Street Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Purchase

All Purchase advisors →

Morgan Stanley 560Wells Fargo Clearing Services, LLC 65UBS Financial Services Inc. 25Seacrest Wealth Management, LLC 16Hightower Advisors, LLC 10Ameriprise Financial Services, LLC 9LPL Financial LLC 8RBC Capital Markets, LLC 7Janney Montgomery Scott LLC 4Wells Fargo Advisors Financial Network, LLC 3

Questions

How many financial advisors does Main Street Financial have in Purchase?

3 investment adviser representatives are registered at Main Street Financial offices in Purchase, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Main Street Financial one of the largest advisor employers in Purchase?

Main Street Financial ranks number 10 in Purchase by registered advisors; Morgan Stanley has the most, with 560.

How do I check a Main Street Financial advisor in Purchase?

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 Main Street Financial 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.