Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in Cleveland, OH
Every SEC-registered investment adviser representative at a Capital Analysts office in Cleveland, A to Z.
8 registered advisors work at Capital Analysts in Cleveland, out of 585 at the firm nationwide; it ranks number 25 in the city by advisors. 2 list the CFP designation and 8 are also registered broker representatives.
Capital Analysts advisors in Cleveland, A to Z
Every Capital Analysts advisor →- Thomas M. GencoCertified Financial Planner · Also a broker rep
- Deborah L. GeorgeAlso a broker rep
- Gregory G. RandallAlso a broker rep
- Karl RandallAlso a broker rep
- Dale RubinAlso a broker rep
- Raymond M. TroppAlso a broker rep
- Susan M. WanamakerCertified Financial Planner · Also a broker rep
- Alan E. YanowitzAlso a broker rep
Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capital Analysts advisors in other cities
Marlton, NJ 30Braintree, MA 25Lombard, IL 18Getzville, NY 17Tallahassee, FL 16Jenkintown, PA 15Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8Worcester, MA 8
Other firms in Cleveland
All Cleveland advisors →Mai Capital Management, LLC 60Cbiz Investment Advisory Services, LLC 37Clearstead; Clearstead Advisory Solutions 30PNC Wealth Management LLC 30J.P. Morgan Securities LLC 27Robert W. Baird & Co. Incorporated 27Cetera Investment Advisers LLC 23UBS Financial Services Inc. 21McDonald Partners LLC 19Ameriprise Financial Services, LLC 18Northcoast Research Partners, LLC 18MML Investors Services, LLC 17
Questions
How many financial advisors does Capital Analysts have in Cleveland?
8 investment adviser representatives are registered at Capital Analysts offices in Cleveland, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 2 list the CFP designation and 8 are also registered as broker representatives.
Is Capital Analysts one of the largest advisor employers in Cleveland?
Capital Analysts ranks number 25 in Cleveland by registered advisors; Mai Capital Management, LLC has the most, with 60.
How do I check a Capital Analysts advisor in Cleveland?
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 Capital Analysts 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.