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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Webster, NY

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

51 registered advisors work in Webster; the most are at Osaic Wealth, Inc. (7). 0 list the CFP designation and 44 are also registered broker representatives.

Firms with the most advisors in Webster

FirmAdvisors in Webster
Osaic Wealth, Inc. news7
Bright Futures Wealth Management, LLC6
Edward Jones news5
Capstone Investment Financial Group, LLC4
LPL Financial LLC news4
Commonwealth Financial Network news2
Equitable Advisors, LLC news2
J.P. Morgan Securities LLC news2
Lifemark Securities Corp.2
Strategic Advisers LLC2
Wealthcare Advisory Partners LLC2
Capital Analysts1
Clifford Alan Inc.1
Key Investment Services LLC1
Kilter Group1
Lincoln Investment1
Manning & Napier Advisors, LLC1
Mariner news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Private Advisor Group, LLC1
Rfg Advisory, LLC1
Russell Investments1
Silver Oak Securities, Incorporated1
State Farm Investment Management Corp.1
Steward Partners Investment Advisory, LLC news1

Advisors in Webster, A to Z

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Other cities in New York

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New York 16,101Melville 1,285Rochester 967Garden City 805Purchase 764Brooklyn 596Williamsville 496Syracuse 450Albany 411Buffalo 384Pittsford 372Hauppauge 352White Plains 330Cohoes 279Jericho 260Saratoga Springs 253Amherst 247Latham 243Staten Island 243Woodbury 242New York City 202Tarrytown 154Poughkeepsie 140Great Neck 132

Questions

How many financial advisors are in Webster, NY?

51 investment adviser representatives are registered at firm offices in Webster, New York, according to the SEC's Investment Adviser Public Disclosure records. 44 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Webster?

Osaic Wealth, Inc., with 7 registered advisors in Webster, followed by Bright Futures Wealth Management, LLC with 6.

How do I check a financial advisor in Webster?

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.