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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Woodsfield, OH

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

3 registered advisors work in Woodsfield; the most are at Cwm, LLC (2). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Woodsfield

FirmAdvisors in Woodsfield
Cwm, LLC2
Wells Fargo Clearing Services, LLC news1

Advisors in Woodsfield, A to Z

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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 Woodsfield, OH?

3 investment adviser representatives are registered at firm offices in Woodsfield, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Woodsfield?

Cwm, LLC, with 2 registered advisors in Woodsfield, followed by Wells Fargo Clearing Services, LLC with 1.

How do I check a financial advisor in Woodsfield?

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.