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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Victor, NY

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

57 registered advisors work in Victor; the most are at Osaic Wealth, Inc. (11). 12 list the CFP designation and 36 are also registered broker representatives.

Firms with the most advisors in Victor

FirmAdvisors in Victor
Osaic Wealth, Inc. news11
Cooper/Haims Advisors, LLC9
Eagle Strategies LLC8
Flfs Advisory LLC5
Prosperity Advisory Group LLC3
The Pitti Group Wealth Management, LLC3
Elevatus Wealth Management, LLC2
LPL Financial LLC news2
Northwestern Mutual Investment Services, LLC2
Raymond James Financial Services Advisors, Inc. news2
Ameriprise Financial Services, LLC news1
Bell Rock Asset Management LLC1
Cetera Investment Advisers LLC news1
Edward Jones news1
Ever Green Wealth Management, LLC1
Indivisible Partners news1
J.P. Morgan Securities LLC news1
Piano Wealth Management1
State Farm Investment Management Corp.1
Strategic Advisers LLC1

Advisors in Victor, A to Z

CFP advisors in Victor →

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 Victor, NY?

57 investment adviser representatives are registered at firm offices in Victor, New York, according to the SEC's Investment Adviser Public Disclosure records. 36 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Victor?

Osaic Wealth, Inc., with 11 registered advisors in Victor, followed by Cooper/Haims Advisors, LLC with 9.

How do I check a financial advisor in Victor?

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.