Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Madeira, OH
Every SEC-registered investment adviser representative at a firm office in Madeira, with the firms that employ the most of them.
The short answer
2 registered advisors work in Madeira; the most are at Invesco Advisers, Inc. (1). 2 list the CFP designation and 2 are also registered broker representatives.
Firms with the most advisors in Madeira
| Firm | Advisors in Madeira |
|---|---|
| Invesco Advisers, Inc. | 1 |
| Strategic Advisers LLC | 1 |
Advisors in Madeira, A to Z
CFP advisors in Madeira →- Mark L. CelebrezzeStrategic Advisers LLC · Certified Financial Planner
- Matthew S. WilkinsonInvesco Advisers, Inc. · Certified Financial Planner
Other cities in Ohio
All of Ohio →Cincinnati 2,358Columbus 1,921Cleveland 623Dublin 508Akron 451Westlake 330Toledo 311Brooklyn 297Beachwood 282Independence 235Dayton 226Pepper Pike 221Canton 213Miamisburg 172Maumee 171Westerville 162Worthington 148Canfield 143Beavercreek 131Centerville 128West Chester 117Hudson 115Findlay 105Richfield 105
Questions
How many financial advisors are in Madeira, OH?
2 investment adviser representatives are registered at firm offices in Madeira, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Madeira?
Invesco Advisers, Inc., with 1 registered advisors in Madeira, followed by Strategic Advisers LLC with 1.
How do I check a financial advisor in Madeira?
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.