Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Pepper Pike, OH
Every SEC-registered investment adviser representative at a firm office in Pepper Pike, with the firms that employ the most of them.
226 registered advisors work in Pepper Pike; the most are at Morgan Stanley (52). 24 list the CFP designation and 176 are also registered broker representatives.
Firms with the most advisors in Pepper Pike
Advisors in Pepper Pike, A to Z
CFP advisors in Pepper Pike →- Erica L. Acheson-DunayKey Investment Services LLC
- Shams AfzalCarnegie Investment Counsel
- Richard A. Ahl Jr.Carnegie Investment Counsel · Chartered Financial Analyst
- William R. AndersonCarnegie Investment Counsel
- Scott K. AndrewsEagle Strategies LLC
- Ryan L. ApplegateCarnegie Investment Counsel
- Andrea M. BadzaGlobal Retirement Partners LLC · Chartered Financial Consultant
- Mira C. BaileyMorgan Stanley
- Molly B. BalunekEndeavor Wealth Advisors, LLC · Certified Financial Planner
- David D. BalzariniWells Fargo Clearing Services, LLC
- Frederick J. BalzariniWells Fargo Clearing Services, LLC
- Bryan C. BarragateAmeriprise Financial Services, LLC
- Cynthia BassettUBS Financial Services Inc.
- Patrick M. BehmMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David BennettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steven BermanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Stacey M. BertrandMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph W. BevackMorgan Stanley
- Jonathan E. BlaskoMorgan Stanley
- Brittany N. BlazeyCarnegie Investment Counsel
- Nicholas J. Blicha Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Philip M. BlickensderferMorgan Stanley
- Tammy L. BloughMorgan Stanley
- Edward A. BoehmerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Timothy C. BonarAmeriprise Financial Services, LLC
- Tyler D. BonarMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tamara L. BondWells Fargo Clearing Services, LLC
- Indu V. BraumMorgan Stanley
- Douglas N. BreitenbachMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles R. BrennanMorgan Stanley
- Kathleen Browning-CeicysWilson & Browning, Inc.
- Bart BucciMorgan Stanley
- Joseph R. BucciMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Elisa R. BudoffAmeriprise Financial Services, LLC · Certified Financial Planner
- Benjamin BulchikLPL Financial LLC
- Amanda S. CairnsMorgan Stanley
- Peter E. CarfagnaMorgan Stanley
- Robert P. CarrollCarnegie Investment Counsel · Certified Financial Planner
- Lisa CasperAmeriprise Financial Services, LLC
- Hannah J. ChenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gregory M. ChristopherMorgan Stanley
- Julius E. CobbMorgan Stanley
- Nan CohenLPL Financial LLC · Certified Financial Planner
- Barry L. CohnStifel, Nicolaus & Company, Incorporated
- Diana L. ColbertMorgan Stanley
- Benjamin D. ConnardCarnegie Investment Counsel · Chartered Financial Analyst
- Joseph R. ConstantinoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark D. CooperriderAmeriprise Financial Services, LLC · Certified Financial Planner
- Jodi S. CowgillCarnegie Investment Counsel · Certified Financial Planner
- Michael T. CreadonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James B. CrewNirvana Analytics, LLC
- Richard E. Croasdaile IIIMorgan Stanley · Certified Financial Planner
- Thomas W. DattiloAmeriprise Financial Services, LLC · Certified Financial Planner
- Patrick De NittoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas M. DetoroMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Spencer P. DieckStratos Wealth Advisors LLC
- David A. DollMorgan Stanley
- Sean P. DoughertyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kara L. DowningEndeavor Wealth Advisors, LLC · Certified Financial Planner
- Mark D. DurickyMorgan Stanley
- Wendy L. EldridgeCarnegie Investment Counsel · Certified Financial Planner
- Amanda J. EmeryAmeriprise Financial Services, LLC
- Lauren C. ErbMorgan Stanley
- John D. Evans IIMerrill Lynch, Pierce, Fenner & Smith Incorporated · Chartered Financial Analyst
- Justin P. FitchkoDaymark Wealth Partners, LLC · Certified Financial Planner
- Kevin J. ForneyMorgan Stanley
- Linda L. FousekCarnegie Investment Counsel · Chartered Financial Analyst
- Steven T. FrancomacaroVirtera Partners LLC · Chartered Financial Analyst
- Mitchell L. FrankelWells Fargo Advisors Financial Network, LLC
- Karla E. FrascarelliMorgan Stanley
- Daniel FreireichUBS Financial Services Inc.
- Kimberly M. GannisCarnegie Investment Counsel
- Bryan M. GarberPNC Wealth Management LLC
- Skye GarlandCarnegie Investment Counsel · Certified Financial Planner, Chartered Financial Analyst
- Craig J. GeorgeLPL Financial LLC
- Jennifer L. GeorgeLPL Financial LLC
- Brendan A. GoldsteinCarnegie Investment Counsel
- David B. GottliebEdward Jones
- Justine S. GreenwaldUBS Financial Services Inc.
- Gregory M. GromekPeak Wealth Solutions
- Gregory W. HalterCarnegie Investment Counsel · Chartered Financial Analyst
- Kerry HawkinsStrategic Advisers LLC
- Christopher A. HenryCarnegie Investment Counsel
- Thomas B. HerbruckGlobal Retirement Partners LLC · Certified Financial Planner
- Joseph W. HillerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John P. HolodinskiPNC Wealth Management LLC
- Scott R. InglisCarnegie Investment Counsel · Chartered Financial Analyst
- Phillip D. IrvinMorgan Stanley
- Venera F. Izant2 Knights Wealth Management, LLC
- Jeffrey B. IzsakWells Fargo Advisors Financial Network, LLC
- Denny B. JohnsonWoodland Wealth Partners
- Sarah T. JohnstonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Rachel K. JoseMorgan Stanley
- Natasha K. KalasMorgan Stanley · Certified Financial Planner
- Aaron S. KamatLPL Financial LLC
- Christine M. KaminskyMorgan Stanley
- Russell A. KaneUBS Financial Services Inc.
- Kathleen M. KesselemMorgan Stanley
- Leonard D. KichlerUBS Financial Services Inc.
- Corey KimbleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John A. Koch Jr.Raymond James & Associates, Inc.
- Kevin J. KocsisPeak Wealth Solutions
- Heather L. KonoMorgan Stanley
- Michael KozakUBS Financial Services Inc.
- John H. KriegerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stacy M. LamprosMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jon E. LawrenceMorgan Stanley
- Michael L. LeichnerEagle Strategies LLC
- Douglas LennonUBS Financial Services Inc.
- Ryan G. LevineLPL Financial LLC
- Andrea M. LewisUBS Financial Services Inc.
- Keith M. LichtcsienResource Strategies Inc. · Certified Financial Planner
- David P. LivingstonMorgan Stanley
- Mark R. LoftLPL Financial LLC
- Andrea R. LooneyUBS Financial Services Inc.
- Kenneth R. LoweAmeriprise Financial Services, LLC
- Brenton K. LuceWoodland Wealth Partners
- Timothy MahoneyPNC Wealth Management LLC
- Robert J. MarquardtPNC Wealth Management LLC · Certified Financial Planner
- Patrick R. McKelveyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Licia N. McLaughlinMorgan Stanley
- Rakesh Mehra2 Knights Wealth Management, LLC · Chartered Financial Analyst
- Arthur G. Merriman IIICarnegie Investment Counsel
- John T. Metcalfe IIIUBS Financial Services Inc.
- Beth A. MichelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephen R. MihalekMorgan Stanley
- Dominic J. Mihalik Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicole B. MilesMorgan Stanley
- Joseph A. MilfordEagle Strategies LLC · Chartered Financial Analyst
- Matea MilisicMorgan Stanley
- Lisa M. MoaveroUBS Financial Services Inc.
- Kimberly M. MorelLPL Financial LLC
- Eric E. MormanMorgan Stanley
- Jeffrey D. MucciaronePeak Wealth Solutions · Chartered Financial Consultant
- Lynn R. NajmanCarnegie Investment Counsel · Certified Financial Planner
- Lindsay R. NecciMorgan Stanley
- James F. NegrelliUBS Financial Services Inc.
- Harry NewmarkMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John P. O'ConnorMorgan Stanley
- Thomas J. O'Neil Jr.Stifel, Nicolaus & Company, Incorporated
- Michael B. OliverCarnegie Investment Counsel · Chartered Financial Analyst
- Rickita L. OwensMorgan Stanley
- Janet PadulaMorgan Stanley
- David M. PalumboMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Douglas S. PeaseCarnegie Investment Counsel
- Todd D. PenceVirtera Partners LLC · Chartered Financial Analyst
- Logan B. PentonMorgan Stanley
- Robert S. PetersenLPL Financial LLC
- Karyn PistoneStratos Wealth Advisors LLC
- Jeffrey F. PolcarWells Fargo Clearing Services, LLC
- Ricardo J. PopovskyWells Fargo Clearing Services, LLC
- Razmig K. PounardjianWoodland Wealth Partners
- Stephen D. PutinskiWells Fargo Clearing Services, LLC
- Jessica R. RorarKey Investment Services LLC · Certified Financial Planner
- Heidi L. RoseCarnegie Investment Counsel
- Harvey M. RosenbergMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey L. RotskyUBS Financial Services Inc.
- Christopher M. RoyerLPL Financial LLC
- Thomas L. RussMorgan Stanley
- William I. RussoPeak Wealth Solutions · Certified Financial Planner
- Colleen SaariMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Elisabeth SalopeckWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Samuel SalvinoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John M. SchmidtMorgan Stanley
- Mason R. SchmittMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bethany A. SchmittelWells Fargo Clearing Services, LLC
- Marc D. SchradePNC Wealth Management LLC
- Jennifer I. SchuurMorgan Stanley
- Jon ShaneMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrea M. SheaUBS Financial Services Inc.
- Martin E. SheaUBS Financial Services Inc.
- Dennis P. SheflyandPNC Wealth Management LLC
- Fareed SiddiqMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Csongor Simon-BenedekMorgan Stanley
- Marlon SimpsonState Farm Investment Management Corp.
- Scot G. SinklerStifel, Nicolaus & Company, Incorporated
- Chaya F. SlainVirtera Partners LLC · Chartered Financial Analyst
- Dayna M. SmithStratos Wealth Advisors LLC
- Lisa D. SnyderUBS Financial Services Inc.
- William C. SnyderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Laura F. SondermanMorgan Stanley
- Henry A. SpainStratos Wealth Advisors LLC · Chartered Financial Consultant
- Scott J. SpiegleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Karen M. SpringerWells Fargo Advisors Financial Network, LLC
- Lawrence SpykePNC Wealth Management LLC
- Gerard A. StadlerMorgan Stanley
- Mitchell L. SteinArena Private Wealth
- James M. SteinmetzStifel, Nicolaus & Company, Incorporated
- Eric J. StephensonUBS Financial Services Inc.
- Sarah E. StrattonMorgan Stanley
- Alyssa StrayerEdward Jones
- Peter SzklarzStrategic Advisers LLC
- David TaucherStratos Wealth Advisors LLC · Certified Financial Planner
- Romilly W. TaylorMorgan Stanley
- Linda L. TekavecStratos Wealth Advisors LLC
- Robert B. TerenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles W. ThomassonAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Laurie L. ThompsonUBS Financial Services Inc.
- Brandon L. ThuottCarnegie Investment Counsel
- Conor C. TilowUBS Financial Services Inc.
- Adam TothWells Fargo Clearing Services, LLC
- Bradley B. TothUBS Financial Services Inc.
- Ned TufekcicLPL Financial LLC
- Thomas L. UdelsonStifel, Nicolaus & Company, Incorporated
- Patricia A. UhlirMorgan Stanley
- Ridwan K. UmarNirvana Analytics, LLC
- Matthew J. Van De MotterMorgan Stanley
- Jerome F. VandemotterWells Fargo Clearing Services, LLC
- Michael W. Vary Jr.Morgan Stanley
- Alejandro M. VelazquezCarnegie Investment Counsel · Certified Financial Planner
- Debora VenzorUBS Financial Services Inc.
- Robert VenzorMorgan Stanley
- Adam S. VertesObjective Capital Management, LLC
- Matthew VulkuAmeriprise Financial Services, LLC
- Gary P. WagnerCarnegie Investment Counsel
- Pierson J. WagnerNirvana Analytics, LLC
- Thomas M. WaltonWells Fargo Clearing Services, LLC
- Garrit V. WamelinkUBS Financial Services Inc.
- Denise E. WardMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alan P. WeilacherMorgan Stanley
- Michael J. WhalenSabre Asset Management LLC
- Melissa M. WiggintonUBS Financial Services Inc.
- Lira WilsonMorgan Stanley
- Keith R. WitkowskiPeak Wealth Solutions · Certified Financial Planner
- Robert A. WitteMorgan Stanley
- Shari A. WongAmeriprise Financial Services, LLC
Other cities in Ohio
All of Ohio →Cincinnati 2,306Columbus 1,892Cleveland 606Dublin 496Akron 445Westlake 342Toledo 316Brooklyn 287Beachwood 278Independence 236Dayton 227Canton 202Miamisburg 180Maumee 165Westerville 146Canfield 144Worthington 138Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102Perrysburg 96
Questions
How many financial advisors are in Pepper Pike, OH?
226 investment adviser representatives are registered at firm offices in Pepper Pike, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 176 of them are also registered as broker representatives, and 24 list the CFP designation.
Which firm has the most financial advisors in Pepper Pike?
Morgan Stanley, with 52 registered advisors in Pepper Pike, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 35.
How do I check a financial advisor in Pepper Pike?
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.