Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Cleveland Heights, OH
Every SEC-registered investment adviser representative at a firm office in Cleveland Heights, with the firms that employ the most of them.
11 registered advisors work in Cleveland Heights; the most are at Edward Jones (2). 2 list the CFP designation and 6 are also registered broker representatives.
Firms with the most advisors in Cleveland Heights
| Firm | Advisors in Cleveland Heights |
|---|---|
| Edward Jones news | 2 |
| Night Sky Capital Management, LLC | 2 |
| Arax Advisory Partners | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Equitable Advisors, LLC news | 1 |
| Greenup Street Wealth Management LLC | 1 |
| Purtill Financial LLC | 1 |
| State Farm Investment Management Corp. | 1 |
| Strategic Advisers LLC | 1 |
Advisors in Cleveland Heights, A to Z
CFP advisors in Cleveland Heights →- Grace T. ArnoldGreenup Street Wealth Management LLC · Chartered Financial Analyst
- Michael A. FabertState Farm Investment Management Corp.
- Anjum T. HussainNight Sky Capital Management, LLC · Chartered Financial Analyst
- John E. KleinhenzArax Advisory Partners
- David H. LavelleEdward Jones · Certified Financial Planner
- Jason J. LukzCetera Investment Advisers LLC
- Connor MathisStrategic Advisers LLC
- Erin McNevanEdward Jones
- Zachary G. MillerNight Sky Capital Management, LLC
- Gregory P. NachmanEquitable Advisors, LLC
- Michael D. PurtillPurtill Financial LLC · Certified Financial Planner
Other cities in Ohio
All of Ohio →Cincinnati 2,306Columbus 1,892Cleveland 606Dublin 496Akron 445Westlake 342Toledo 316Brooklyn 287Beachwood 278Independence 236Dayton 227Pepper Pike 226Canton 202Miamisburg 180Maumee 165Westerville 146Canfield 144Worthington 138Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102
Questions
How many financial advisors are in Cleveland Heights, OH?
11 investment adviser representatives are registered at firm offices in Cleveland Heights, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Cleveland Heights?
Edward Jones, with 2 registered advisors in Cleveland Heights, followed by Night Sky Capital Management, LLC with 2.
How do I check a financial advisor in Cleveland Heights?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.