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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Easton, PA

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

64 registered advisors work in Easton; the most are at Morgan Stanley (10). 8 list the CFP designation and 49 are also registered broker representatives.

Firms with the most advisors in Easton

FirmAdvisors in Easton
Morgan Stanley news10
Cetera Investment Advisers LLC news6
Valor Investments And Planning LLC6
LPL Financial LLC news4
Strategic Advisers LLC4
PNC Wealth Management LLC3
Thrivent Investment Management Inc.3
Wealthcare Advisory Partners LLC3
Ameriprise Financial Services, LLC news2
Edward Jones news2
Emancipare Investment Advisors2
Equitable Advisors, LLC news2
J.P. Morgan Securities LLC news2
State Farm Investment Management Corp.2
Wells Fargo Clearing Services, LLC news2
Alight Financial Advisors, LLC1
Amicus Financial Advisors, LLC1
Arca Wealth, LLC1
Blue Water Financial Investor Coaching, LLC1
Captrust news1
Equity Services, Inc.1
Integrity Alliance, LLC.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Private Advisor Group, LLC1
Randa Wealth Strategies1

Advisors in Easton, A to Z

CFP advisors in Easton →

Other cities in Pennsylvania

All of Pennsylvania →

Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Wayne 408Allentown 378Lancaster 375Fort Washington 362Radnor 323Berwyn 297Sewickley 283Newtown Square 265West Chester 253Doylestown 243Yardley 234York 233Erie 224Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173

Questions

How many financial advisors are in Easton, PA?

64 investment adviser representatives are registered at firm offices in Easton, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 49 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Easton?

Morgan Stanley, with 10 registered advisors in Easton, followed by Cetera Investment Advisers LLC with 6.

How do I check a financial advisor in Easton?

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.