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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Blue Financial financial advisors in Charlotte, NC

Every SEC-registered investment adviser representative at a Blue Financial office in Charlotte, A to Z.

The short answer

7 registered advisors work at Blue Financial in Charlotte, out of 7 at the firm nationwide; it ranks number 75 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Blue Financial advisors in Charlotte, A to Z

Every Blue Financial advisor →

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

Other firms in Charlotte

All Charlotte advisors →

Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60

Questions

How many financial advisors does Blue Financial have in Charlotte?

7 investment adviser representatives are registered at Blue Financial offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Blue Financial one of the largest advisor employers in Charlotte?

Blue Financial ranks number 75 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.

How do I check a Blue Financial advisor in Charlotte?

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 Blue Financial 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.