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Financial ADVSR advisor directory · SEC adviser records

Countryside Financial LLC financial advisors in Williamsville, NY

Every SEC-registered investment adviser representative at a Countryside Financial LLC office in Williamsville, A to Z.

The short answer

3 registered advisors work at Countryside Financial LLC in Williamsville, out of 3 at the firm nationwide; it ranks number 24 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Countryside Financial LLC advisors in Williamsville, A to Z

Every Countryside Financial LLC advisor →

Countryside Financial LLC advisors in every city and state →Countryside Financial LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Williamsville

All Williamsville advisors →

Equitable Advisors, LLC 95LPL Financial LLC 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Morgan Stanley 28Osaic Wealth, Inc. 25RBC Capital Markets, LLC 21Wells Fargo Clearing Services, LLC 21Wny Asset Management, LLC 21Ameriprise Financial Services, LLC 20Independent Solutions Wealth Management, LLC 20LPL Enterprise, LLC 14Valic Financial Advisors, Inc. 13

Questions

How many financial advisors does Countryside Financial LLC have in Williamsville?

3 investment adviser representatives are registered at Countryside Financial LLC offices in Williamsville, 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 Countryside Financial LLC one of the largest advisor employers in Williamsville?

Countryside Financial LLC ranks number 24 in Williamsville by registered advisors; Equitable Advisors, LLC has the most, with 95.

How do I check a Countryside Financial LLC advisor in Williamsville?

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 Countryside Financial LLC 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.