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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Scarsdale, NY

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

70 registered advisors work in Scarsdale; the most are at Strategic Advisers LLC (20). 9 list the CFP designation and 65 are also registered broker representatives.

Firms with the most advisors in Scarsdale

FirmAdvisors in Scarsdale
Strategic Advisers LLC20
J.P. Morgan Securities LLC news10
Charles Schwab & Co., Inc. news5
Citigroup Global Markets Inc. news5
Hsbc Securities (USA) Inc.3
Morgan Stanley news3
Capital Analysts2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Park Avenue Securities LLC2
Raymond James & Associates, Inc. news2
Tiaa-Cref Individual & Institutional Services, LLC2
Cambridge Investment Research Advisors, Inc. news1
Columbia Management Investment Advisers, LLC1
Core Planning1
Cove Private Wealth, LLC1
Diamond Nestegg1
Financial Advisory Network1
Insigneo Advisory Services, LLC1
Investry, LLC1
LPL Financial LLC news1
MML Investors Services, LLC1
Osaic Wealth, Inc. news1
Principal Asset Management1
Twenty-First Tailored Solutions, Inc.1
UBS Financial Services Inc. news1

Advisors in Scarsdale, A to Z

CFP advisors in Scarsdale →

Other cities in New York

All of New York →

New York 15,109Melville 1,194Rochester 906Garden City 754Purchase 718Brooklyn 572Williamsville 461Syracuse 406Albany 390Buffalo 347Pittsford 341Hauppauge 322White Plains 300Cohoes 264Saratoga Springs 242Jericho 237Staten Island 234Latham 228Woodbury 223Amherst 217New York City 195Tarrytown 150Poughkeepsie 128Great Neck 124

Questions

How many financial advisors are in Scarsdale, NY?

70 investment adviser representatives are registered at firm offices in Scarsdale, New York, according to the SEC's Investment Adviser Public Disclosure records. 65 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Scarsdale?

Strategic Advisers LLC, with 20 registered advisors in Scarsdale, followed by J.P. Morgan Securities LLC with 10.

How do I check a financial advisor in Scarsdale?

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.