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Financial ADVSR advisor directory · SEC adviser records

Shaker Investments financial advisors in Beachwood, OH

Every SEC-registered investment adviser representative at a Shaker Investments office in Beachwood, A to Z.

The short answer

4 registered advisors work at Shaker Investments in Beachwood, out of 5 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Shaker Investments advisors in Beachwood, A to Z

Every Shaker Investments advisor →

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Shaker Investments advisors in other cities

Arlington, VA 1

Other firms in Beachwood

All Beachwood advisors →

Oneseven 53Stratos Wealth Partners, Ltd. 45Park Avenue Securities LLC 22LPL Financial LLC 21Raymond James & Associates, Inc. 20Oppenheimer & Co. Inc. 12Pfs Investments Inc. 9Wells Fargo Advisors Financial Network, LLC 9North Star Advisory Group, LLC 6Stratos Investment Management, LLC 6Stratos Wealth Advisors LLC 6Cm Wealth Advisors LLC 5

Questions

How many financial advisors does Shaker Investments have in Beachwood?

4 investment adviser representatives are registered at Shaker Investments offices in Beachwood, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Shaker Investments one of the largest advisor employers in Beachwood?

Shaker Investments ranks number 15 in Beachwood by registered advisors; Oneseven has the most, with 53.

How do I check a Shaker Investments advisor in Beachwood?

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 Shaker Investments 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.