Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Middletown, OH
Every SEC-registered investment adviser representative at a firm office in Middletown, with the firms that employ the most of them.
19 registered advisors work in Middletown; the most are at Fifth Third Securities, Inc. (4). 3 list the CFP designation and 16 are also registered broker representatives.
Firms with the most advisors in Middletown
Advisors in Middletown, A to Z
CFP advisors in Middletown →- Dennis BrownFifth Third Securities, Inc.
- Andrew M. DavisStrategic Advisers LLC
- Jerome H. EversFifth Third Securities, Inc.
- Jacob M. FordStrategic Advisers LLC
- Zachary M. JablonskiLPL Financial LLC
- Lisa M. JohnsonAmeriprise Financial Services, LLC
- Dwight MayoEdward Jones
- Jeffrey C. MundyState Farm Investment Management Corp. · Chartered Financial Consultant
- Jason R. NemethState Farm Investment Management Corp. · Chartered Financial Consultant
- Paul D. NenniCambridge Investment Research Advisors, Inc.
- John PaytonFifth Third Securities, Inc.
- Kyle RohrsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sarah M. RossJ.P. Morgan Securities LLC
- Monica ThomasCambridge Investment Research Advisors, Inc.
- Dennis P. VitoriSummit Financial Advisors, Inc.
- Adam C. WagersFifth Third Securities, Inc.
- Ellen M. WeedSummit Financial Advisors, Inc. · Certified Financial Planner
- Matthew A. WeedSummit Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Joshua S. WeinsteinIndependent Financial Partners · 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 Middletown, OH?
19 investment adviser representatives are registered at firm offices in Middletown, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Middletown?
Fifth Third Securities, Inc., with 4 registered advisors in Middletown, followed by Summit Financial Advisors, Inc. with 3.
How do I check a financial advisor in Middletown?
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.