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Financial ADVSR advisor directory · SEC adviser records

Cordgrass Capital Advisors, LLC financial advisors in Raleigh, NC

Every SEC-registered investment adviser representative at a Cordgrass Capital Advisors, LLC office in Raleigh, A to Z.

The short answer

3 registered advisors work at Cordgrass Capital Advisors, LLC in Raleigh, out of 3 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.

Cordgrass Capital Advisors, LLC advisors in Raleigh, A to Z

Every Cordgrass Capital Advisors, LLC advisor →

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

Other firms in Raleigh

All Raleigh advisors →

Wells Fargo Clearing Services, LLC 123Captrust 120Merrill Lynch, Pierce, Fenner & Smith Incorporated 92First Citizens Investor Services, Inc. 91Strategic Advisers LLC 86Morgan Stanley 85Edward Jones 71LPL Financial LLC 65Capital Investment Advisory Services, LLC 62Credit Union Investment Services 52Osaic Wealth, Inc. 51Ameriprise Financial Services, LLC 50

Questions

How many financial advisors does Cordgrass Capital Advisors, LLC have in Raleigh?

3 investment adviser representatives are registered at Cordgrass Capital Advisors, LLC offices in Raleigh, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Cordgrass Capital Advisors, LLC one of the largest advisor employers in Raleigh?

Cordgrass Capital Advisors, LLC ranks number 75 in Raleigh by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 123.

How do I check a Cordgrass Capital Advisors, LLC advisor in Raleigh?

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 Cordgrass Capital Advisors, 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.