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Financial ADVSR advisor directory · SEC adviser records

Purevest financial advisors in Staten Island, NY

Every SEC-registered investment adviser representative at a Purevest office in Staten Island, A to Z.

The short answer

3 registered advisors work at Purevest in Staten Island, out of 3 at the firm nationwide; it ranks number 18 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Purevest advisors in Staten Island, A to Z

Every Purevest advisor →

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

Other firms in Staten Island

All Staten Island advisors →

Cetera Investment Advisers LLC 33LPL Financial LLC 25J.P. Morgan Securities LLC 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 21Chelsea Advisory Services, Inc. 14Ameriprise Financial Services, LLC 12Citigroup Global Markets Inc. 12MML Investors Services, LLC 8Strategic Advisers LLC 8Wells Fargo Advisors Financial Network, LLC 6Santander Securities LLC 5Cambridge Investment Research Advisors, Inc. 4

Questions

How many financial advisors does Purevest have in Staten Island?

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

Is Purevest one of the largest advisor employers in Staten Island?

Purevest ranks number 18 in Staten Island by registered advisors; Cetera Investment Advisers LLC has the most, with 33.

How do I check a Purevest advisor in Staten Island?

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 Purevest 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.