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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sidney, OH

Every SEC-registered investment adviser representative at a firm office in Sidney, with the firms that employ the most of them.

28 registered advisors work in Sidney; the most are at Edward Jones (5). 0 list the CFP designation and 24 are also registered broker representatives.

Firms with the most advisors in Sidney

FirmAdvisors in Sidney
Edward Jones news5
J.P. Morgan Securities LLC news5
LPL Financial LLC news3
United Planners' Financial Services Of America A Limited Partner3
Brookstone Capital Management LLC2
Creative Financial Designs, Inc.2
State Farm Investment Management Corp.2
U.S. Bancorp Advisors, LLC2
Cambridge Investment Research Advisors, Inc. news1
LPL Enterprise, LLC news1
Money Concepts Capital Corp.1
Osaic Wealth, Inc. news1
Seniormark, LLC1

Advisors in Sidney, A to Z

Search all of Ohio →

Other cities in Ohio

All of Ohio →

Cincinnati 2,487Columbus 2,045Cleveland 663Dublin 531Akron 472Westlake 349Toledo 329Brooklyn 309Beachwood 298Independence 241Pepper Pike 240Dayton 238Canton 230Miamisburg 184Maumee 181Westerville 173Canfield 154Worthington 152Beavercreek 141Centerville 141Hudson 127West Chester 125Richfield 115Findlay 108

Questions

How many financial advisors are in Sidney, OH?

28 investment adviser representatives are registered at firm offices in Sidney, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Sidney?

Edward Jones, with 5 registered advisors in Sidney, followed by J.P. Morgan Securities LLC with 5.

How do I check a financial advisor in Sidney?

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.