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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Valhalla, NY

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

27 registered advisors work in Valhalla; the most are at Ameriprise Financial Services, LLC (10). 11 list the CFP designation and 21 are also registered broker representatives.

Firms with the most advisors in Valhalla

FirmAdvisors in Valhalla
Ameriprise Financial Services, LLC news10
Raymond James Financial Services Advisors, Inc. news7
The David J. Yvars Group Inc.4
LPL Enterprise, LLC news2
Cetera Investment Advisers LLC news1
Edelman Financial Engines news1
Integrated Wealth Concepts LLC1
Tilden Capital Management, LLC1

Advisors in Valhalla, A to Z

CFP advisors in Valhalla →

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 Valhalla, NY?

27 investment adviser representatives are registered at firm offices in Valhalla, New York, according to the SEC's Investment Adviser Public Disclosure records. 21 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Valhalla?

Ameriprise Financial Services, LLC, with 10 registered advisors in Valhalla, followed by Raymond James Financial Services Advisors, Inc. with 7.

How do I check a financial advisor in Valhalla?

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.