Financial ADVSR advisor directory · SEC adviser records
Gryphon Financial Partners financial advisors in Toledo, OH
Every SEC-registered investment adviser representative at a Gryphon Financial Partners office in Toledo, A to Z.
The short answer
4 registered advisors work at Gryphon Financial Partners in Toledo, out of 14 at the firm nationwide; it ranks number 22 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Gryphon Financial Partners advisors in Toledo, A to Z
Every Gryphon Financial Partners advisor →- Callie L. JacobyCertified Financial Planner
- Kristen L. NicholsonInvestment adviser rep
- Jennifer L. PoirierCertified Financial Planner
- Robert N. SwansboroCertified Financial Planner
Gryphon Financial Partners advisors in every city and state →Gryphon Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Gryphon Financial Partners advisors in other cities
Other firms in Toledo
All Toledo advisors →Morgan Stanley 31LPL Financial LLC 27Ameriprise Financial Services, LLC 24MML Investors Services, LLC 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Edward Jones 17Ameritas Advisory Services, LLC 15Osaic Wealth, Inc. 15Wells Fargo Clearing Services, LLC 12Cetera Investment Advisers LLC 11Raymond James Financial Services Advisors, Inc. 9State Farm Investment Management Corp. 8
Questions
How many financial advisors does Gryphon Financial Partners have in Toledo?
4 investment adviser representatives are registered at Gryphon Financial Partners offices in Toledo, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Gryphon Financial Partners one of the largest advisor employers in Toledo?
Gryphon Financial Partners ranks number 22 in Toledo by registered advisors; Morgan Stanley has the most, with 31.
How do I check a Gryphon Financial Partners advisor in Toledo?
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 Gryphon Financial Partners 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.