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Financial ADVSR advisor directory · SEC adviser records

Prism Planning And Solutions Group financial advisors in White Plains, NY

Every SEC-registered investment adviser representative at a Prism Planning And Solutions Group office in White Plains, A to Z.

The short answer

3 registered advisors work at Prism Planning And Solutions Group in White Plains, out of 3 at the firm nationwide; it ranks number 21 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Prism Planning And Solutions Group advisors in White Plains, A to Z

Every Prism Planning And Solutions Group advisor →

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Other firms in White Plains

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Merrill Lynch, Pierce, Fenner & Smith Incorporated 61J.P. Morgan Securities LLC 30Eagle Strategies LLC 25Stifel, Nicolaus & Company, Incorporated 15Ameriprise Financial Services, LLC 14LPL Enterprise, LLC 13Tortoise Investment Management, LLC 10LPL Financial LLC 9Madison Advisory Services, Inc. 9Td Private Client Wealth LLC 7Benjamin F. Edwards & Company, Inc. 5Cetera Investment Advisers LLC 5

Questions

How many financial advisors does Prism Planning And Solutions Group have in White Plains?

3 investment adviser representatives are registered at Prism Planning And Solutions Group offices in White Plains, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Prism Planning And Solutions Group one of the largest advisor employers in White Plains?

Prism Planning And Solutions Group ranks number 21 in White Plains by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 61.

How do I check a Prism Planning And Solutions Group 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 Prism Planning And Solutions Group 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.