Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in Syracuse, NY
Every SEC-registered investment adviser representative at a Capital Analysts office in Syracuse, A to Z.
6 registered advisors work at Capital Analysts in Syracuse, out of 585 at the firm nationwide; it ranks number 17 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.
Capital Analysts advisors in Syracuse, A to Z
Every Capital Analysts advisor →- Matthew BirdAlso a broker rep
- Thomas F. BirdAlso a broker rep
- Larry A. DaigneauAlso a broker rep
- James M. EicholzerCertified Financial Planner · Also a broker rep
- J Kenneth McInerney Jr.Also a broker rep
- Gregory B. SaboAlso a broker rep
Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capital Analysts advisors in other cities
Marlton, NJ 30Braintree, MA 25Lombard, IL 18Getzville, NY 17Tallahassee, FL 16Jenkintown, PA 15Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8
Other firms in Syracuse
All Syracuse advisors →Equitable Advisors, LLC 61LPL Financial LLC 42Morgan Stanley 34RBC Capital Markets, LLC 33LPL Enterprise, LLC 27Wells Fargo Clearing Services, LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 21MML Investors Services, LLC 14Commonwealth Financial Network 12Rockbridge Investment Management, LLC 11Osaic Wealth, Inc. 10Lincoln Investment 9
Questions
How many financial advisors does Capital Analysts have in Syracuse?
6 investment adviser representatives are registered at Capital Analysts offices in Syracuse, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.
Is Capital Analysts one of the largest advisor employers in Syracuse?
Capital Analysts ranks number 17 in Syracuse by registered advisors; Equitable Advisors, LLC has the most, with 61.
How do I check a Capital Analysts advisor in Syracuse?
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 Capital Analysts 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.