Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in Shaker Heights, OH
Every SEC-registered investment adviser representative at a Capital Analysts office in Shaker Heights, A to Z.
5 registered advisors work at Capital Analysts in Shaker Heights, out of 585 at the firm nationwide; it ranks number 4 in the city by advisors. 4 list the CFP designation and 5 are also registered broker representatives.
Capital Analysts advisors in Shaker Heights, A to Z
Every Capital Analysts advisor →- Mark A. CiullaAlso a broker rep
- Patrick T. HanrattyCertified Financial Planner · Also a broker rep
- Robert M. HolubCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Daniel J. ObrienCertified Financial Planner · Also a broker rep
- Neil R. WaxmanCertified Financial Planner · Also a broker rep
Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capital Analysts advisors in other cities
Marlton, NJ 30Braintree, MA 25Lombard, IL 18Getzville, NY 17Tallahassee, FL 16Jenkintown, PA 15Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8
Other firms in Shaker Heights
All Shaker Heights advisors →Lincoln Investment 9Capital Advisors, Ltd., LLC 7Corient 6Strategic Advisers LLC 3
Questions
How many financial advisors does Capital Analysts have in Shaker Heights?
5 investment adviser representatives are registered at Capital Analysts offices in Shaker Heights, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 4 list the CFP designation and 5 are also registered as broker representatives.
Is Capital Analysts one of the largest advisor employers in Shaker Heights?
Capital Analysts ranks number 4 in Shaker Heights by registered advisors; Lincoln Investment has the most, with 9.
How do I check a Capital Analysts 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 Analysts 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.