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Financial ADVSR advisor directory · SEC adviser records

Seia financial advisors in Cleveland, OH

Every SEC-registered investment adviser representative at a Seia office in Cleveland, A to Z.

5 registered advisors work at Seia in Cleveland, out of 136 at the firm nationwide; it ranks number 32 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.

Seia advisors in Cleveland, A to Z

Every Seia advisor →

Seia advisors in every city and state →Seia: assets, clients and custodians →Advisor Moves: who changed firms this week →

Seia advisors in other cities

Los Angeles, CA 76Newport Beach, CA 10Tyson's Corner, VA 8Tysons, VA 6Redondo Beach, CA 5Tysons Corner, VA 4Aliso Viejo, CA 3Chicago, IL 2Pasadena, CA 2Alexandria, VA 1Atlanta, GA 1Bethlehem, PA 1Brentwood, TN 1Chapel Hill, NC 1Ft. Lauderdale, FL 1

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 Seia have in Cleveland?

5 investment adviser representatives are registered at Seia offices in Cleveland, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 136 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.

Is Seia one of the largest advisor employers in Cleveland?

Seia ranks number 32 in Cleveland by registered advisors; Mai Capital Management, LLC has the most, with 60.

How do I check a Seia 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 Seia 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.