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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Syracuse, NY

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

406 registered advisors work in Syracuse; the most are at Equitable Advisors, LLC (61). 46 list the CFP designation and 358 are also registered broker representatives.

Firms with the most advisors in Syracuse

FirmAdvisors in Syracuse
Equitable Advisors, LLC news61
LPL Financial LLC news42
Morgan Stanley news34
RBC Capital Markets, LLC news33
LPL Enterprise, LLC news27
Wells Fargo Clearing Services, LLC news22
Merrill Lynch, Pierce, Fenner & Smith Incorporated news21
MML Investors Services, LLC14
Commonwealth Financial Network news12
Rockbridge Investment Management, LLC11
Osaic Wealth, Inc. news10
Lincoln Investment9
UBS Financial Services Inc. news9
Ameriprise Financial Services, LLC news8
Rialto Wealth Management8
Tiaa-Cref Individual & Institutional Services, LLC7
Capital Analysts6
Janney Montgomery Scott LLC news5
Raymond James Financial Services Advisors, Inc. news5
Reagan Companies Asset Management, Inc.5
Adirondack Capital Advisors, LLC4
Bankers Life Advisory Services, Inc.4
J.P. Morgan Securities LLC news4
Cetera Investment Advisers LLC news3
Key Investment Services LLC3

Advisors in Syracuse, A to Z (first 300 of 406)

CFP advisors in Syracuse →

Other cities in New York

All of New York →

New York 15,109Melville 1,194Rochester 906Garden City 754Purchase 718Brooklyn 572Williamsville 461Albany 390Buffalo 347Pittsford 341Hauppauge 322White Plains 300Cohoes 264Saratoga Springs 242Jericho 237Staten Island 234Latham 228Woodbury 223Amherst 217New York City 195Tarrytown 150Poughkeepsie 128Great Neck 124Rye Brook 123

Questions

How many financial advisors are in Syracuse, NY?

406 investment adviser representatives are registered at firm offices in Syracuse, New York, according to the SEC's Investment Adviser Public Disclosure records. 358 of them are also registered as broker representatives, and 46 list the CFP designation.

Which firm has the most financial advisors in Syracuse?

Equitable Advisors, LLC, with 61 registered advisors in Syracuse, followed by LPL Financial LLC with 42.

How do I check a financial advisor in Syracuse?

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.