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Financial ADVSR advisor directory · SEC adviser records

Strathmore Capital Advisors financial advisors in Charlotte, NC

Every SEC-registered investment adviser representative at a Strathmore Capital Advisors office in Charlotte, A to Z.

The short answer

7 registered advisors work at Strathmore Capital Advisors in Charlotte, out of 10 at the firm nationwide; it ranks number 85 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Strathmore Capital Advisors advisors in Charlotte, A to Z

Every Strathmore Capital Advisors advisor →

Strathmore Capital Advisors advisors in every city and state →Strathmore Capital Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Strathmore Capital Advisors advisors in other cities

Glen Allen, VA 2Chapel Hill, NC 1

Other firms in Charlotte

All Charlotte advisors →

Vanguard Advisers, Inc. 641Merrill Lynch, Pierce, Fenner & Smith Incorporated 434Wells Fargo Clearing Services, LLC 395Tiaa-Cref Individual & Institutional Services, LLC 321UBS Financial Services Inc. 147Truist Advisory Services, Inc. 118LPL Financial LLC 107Ameriprise Financial Services, LLC 102Morgan Stanley 95Strategic Advisers LLC 82Ip Financial Advisory Services LLC 66Principal Advised Services 66

Questions

How many financial advisors does Strathmore Capital Advisors have in Charlotte?

7 investment adviser representatives are registered at Strathmore Capital Advisors offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Strathmore Capital Advisors one of the largest advisor employers in Charlotte?

Strathmore Capital Advisors ranks number 85 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.

How do I check a Strathmore Capital Advisors 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 Strathmore Capital Advisors 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.