Financial ADVSR advisor directory · SEC adviser records
Savvy financial advisors in Cincinnati, OH
Every SEC-registered investment adviser representative at a Savvy office in Cincinnati, A to Z.
5 registered advisors work at Savvy in Cincinnati, out of 199 at the firm nationwide; it ranks number 80 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Savvy advisors in Cincinnati, A to Z
Every Savvy advisor →- Jennifer L. GugliemottoInvestment adviser rep
- Keith R. HambergCertified Financial Planner
- Andrew D. HarmonCertified Financial Planner
- Nathan W. KunkelCertified Financial Planner
- Brad I. MorganCertified Financial Planner
Savvy advisors in every city and state →Savvy: assets, clients and custodians →Advisor Moves: who changed firms this week →
Savvy advisors in other cities
New York, NY 86Denver, CO 4Orem, UT 4Carmel, IN 3Charlotte, NC 3Chicago, IL 3Reno, NV 3Chesterfield, MO 2Colorado Springs, CO 2Del Mar, CA 2Evergreen, CO 2Hawthorne, CA 2Houston, TX 2Los Angeles, CA 2Louisville, KY 2
Other firms in Cincinnati
All Cincinnati advisors →Strategic Advisers LLC 196UBS Financial Services Inc. 188Morgan Stanley 128Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Fifth Third Securities, Inc. 92Touchstone Advisors Inc. 59Johnson Investment Counsel, Inc. 57Pfs Investments Inc. 56Wells Fargo Clearing Services, LLC 56Ameriprise Financial Services, LLC 51LPL Financial LLC 49Cambridge Investment Research Advisors, Inc. 44
Questions
How many financial advisors does Savvy have in Cincinnati?
5 investment adviser representatives are registered at Savvy offices in Cincinnati, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 199 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Savvy one of the largest advisor employers in Cincinnati?
Savvy ranks number 80 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 196.
How do I check a Savvy advisor in Cincinnati?
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 Savvy 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.