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Financial ADVSR advisor directory · SEC adviser records

Capital Advisors, Ltd., LLC financial advisors in Shaker Heights, OH

Every SEC-registered investment adviser representative at a Capital Advisors, Ltd., LLC office in Shaker Heights, A to Z.

The short answer

7 registered advisors work at Capital Advisors, Ltd., LLC in Shaker Heights, out of 11 at the firm nationwide; it ranks number 2 in the city by advisors. 6 list the CFP designation and 5 are also registered broker representatives.

Capital Advisors, Ltd., LLC advisors in Shaker Heights, A to Z

Every Capital Advisors, Ltd., LLC advisor →

Capital Advisors, Ltd., LLC advisors in every city and state →Capital Advisors, Ltd., LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Capital Advisors, Ltd., LLC advisors in other cities

Rocky River, OH 2Aurora, OH 1Cleveland, OH 1

Other firms in Shaker Heights

All Shaker Heights advisors →

Lincoln Investment 9Corient 6Capital Analysts 5Strategic Advisers LLC 3

Questions

How many financial advisors does Capital Advisors, Ltd., LLC have in Shaker Heights?

7 investment adviser representatives are registered at Capital Advisors, Ltd., LLC offices in Shaker Heights, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 6 list the CFP designation and 5 are also registered as broker representatives.

Is Capital Advisors, Ltd., LLC one of the largest advisor employers in Shaker Heights?

Capital Advisors, Ltd., LLC ranks number 2 in Shaker Heights by registered advisors; Lincoln Investment has the most, with 9.

How do I check a Capital Advisors, Ltd., LLC advisor in Shaker Heights?

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 Advisors, Ltd., LLC 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.