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Financial ADVSR advisor directory · SEC adviser records

Oak Crest Advisory, LLC financial advisors in Rochester, NY

Every SEC-registered investment adviser representative at a Oak Crest Advisory, LLC office in Rochester, A to Z.

The short answer

3 registered advisors work at Oak Crest Advisory, LLC in Rochester, out of 3 at the firm nationwide; it ranks number 51 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Oak Crest Advisory, LLC advisors in Rochester, A to Z

Every Oak Crest Advisory, LLC advisor →

Oak Crest Advisory, LLC advisors in every city and state →Oak Crest Advisory, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Rochester

All Rochester advisors →

LPL Financial LLC 75Morgan Stanley 68Equitable Advisors, LLC 66UBS Financial Services Inc. 53MML Investors Services, LLC 52Osaic Wealth, Inc. 45Sage, Rutty & Co., Inc. 45Wells Fargo Advisors Financial Network, LLC 37Ameriprise Financial Services, LLC 35J.P. Morgan Securities LLC 32Strategic Advisers LLC 30Cetera Investment Advisers LLC 25

Questions

How many financial advisors does Oak Crest Advisory, LLC have in Rochester?

3 investment adviser representatives are registered at Oak Crest Advisory, LLC offices in Rochester, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Is Oak Crest Advisory, LLC one of the largest advisor employers in Rochester?

Oak Crest Advisory, LLC ranks number 51 in Rochester by registered advisors; LPL Financial LLC has the most, with 75.

How do I check a Oak Crest Advisory, LLC advisor in Rochester?

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 Oak Crest Advisory, LLC 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.