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Financial ADVSR advisor directory · SEC adviser records

Matrix Asset Advisors Inc. financial advisors in White Plains, NY

Every SEC-registered investment adviser representative at a Matrix Asset Advisors Inc. office in White Plains, A to Z.

The short answer

5 registered advisors work at Matrix Asset Advisors Inc. in White Plains, out of 5 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Matrix Asset Advisors Inc. advisors in White Plains, A to Z

Every Matrix Asset Advisors Inc. advisor →

Matrix Asset Advisors Inc. advisors in every city and state →Matrix Asset Advisors Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in White Plains

All White Plains advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 61J.P. Morgan Securities LLC 34Eagle Strategies LLC 27Stifel, Nicolaus & Company, Incorporated 15Ameriprise Financial Services, LLC 14LPL Enterprise, LLC 14Tortoise Investment Management, LLC 10LPL Financial LLC 9Madison Advisory Services, Inc. 9Strategic Advisers LLC 6Cetera Investment Advisers LLC 5RBC Capital Markets, LLC 5

Questions

How many financial advisors does Matrix Asset Advisors Inc. have in White Plains?

5 investment adviser representatives are registered at Matrix Asset Advisors Inc. offices in White Plains, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Matrix Asset Advisors Inc. one of the largest advisor employers in White Plains?

Matrix Asset Advisors Inc. ranks number 12 in White Plains by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 61.

How do I check a Matrix Asset Advisors Inc. advisor in White Plains?

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 Matrix Asset Advisors Inc. 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.