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Financial ADVSR advisor directory · SEC adviser records

Compass Ion Advisors, LLC financial advisors in Conshohocken, PA

Every SEC-registered investment adviser representative at a Compass Ion Advisors, LLC office in Conshohocken, A to Z.

10 registered advisors work at Compass Ion Advisors, LLC in Conshohocken, out of 16 at the firm nationwide; it ranks number 13 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.

Compass Ion Advisors, LLC advisors in Conshohocken, A to Z

Every Compass Ion Advisors, LLC advisor →

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

Compass Ion Advisors, LLC advisors in other cities

Chadds Ford, PA 3Devon, PA 1Fernandina Beach, FL 1Philadelphia, PA 1

Other firms in Conshohocken

All Conshohocken advisors →

Hornor, Townsend & Kent, LLC 67Citizens Securities, Inc. 52Pitcairn 31Equitable Advisors, LLC 30RBC Capital Markets, LLC 28UBS Financial Services Inc. 24Stifel, Nicolaus & Company, Incorporated 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Santander Securities LLC 15Mma Asset Management LLC 13Wells Fargo Clearing Services, LLC 13Ameriprise Financial Services, LLC 11

Questions

How many financial advisors does Compass Ion Advisors, LLC have in Conshohocken?

10 investment adviser representatives are registered at Compass Ion Advisors, LLC offices in Conshohocken, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.

Is Compass Ion Advisors, LLC one of the largest advisor employers in Conshohocken?

Compass Ion Advisors, LLC ranks number 13 in Conshohocken by registered advisors; Hornor, Townsend & Kent, LLC has the most, with 67.

How do I check a Compass Ion Advisors, LLC advisor in Conshohocken?

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 Compass Ion Advisors, 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.