Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in Horsham, PA
Every SEC-registered investment adviser representative at a Capital Analysts office in Horsham, A to Z.
9 registered advisors work at Capital Analysts in Horsham, out of 585 at the firm nationwide; it ranks number 4 in the city by advisors. 4 list the CFP designation and 9 are also registered broker representatives.
Capital Analysts advisors in Horsham, A to Z
Every Capital Analysts advisor →- Robert T. Castellani Sr.Also a broker rep
- Patrick J. ForstAlso a broker rep
- Jerry GlasserAlso a broker rep
- Michael R. KoerickCertified Financial Planner · Also a broker rep
- Cynthia MillerCertified Financial Planner · Also a broker rep
- Samuel H. NewshamAlso a broker rep
- Leonard J. RizzottiCertified Financial Planner · Also a broker rep
- Stephen SchultzAlso a broker rep
- Nicholas C. ToweyCertified Financial Planner · Also a broker rep
Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capital Analysts advisors in other cities
Marlton, NJ 30Braintree, MA 25Lombard, IL 18Getzville, NY 17Tallahassee, FL 16Jenkintown, PA 15Rochester, NY 11Fort Washington, PA 10Lutz, FL 9Cleveland, OH 8Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8Worcester, MA 8
Other firms in Horsham
All Horsham advisors →LPL Financial LLC 20MML Investors Services, LLC 18Lincoln Investment 16Eagle Strategies LLC 6Wealthcare Advisory Partners LLC 6Sharp Financial 4Global Retirement Partners LLC 3
Questions
How many financial advisors does Capital Analysts have in Horsham?
9 investment adviser representatives are registered at Capital Analysts offices in Horsham, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 4 list the CFP designation and 9 are also registered as broker representatives.
Is Capital Analysts one of the largest advisor employers in Horsham?
Capital Analysts ranks number 4 in Horsham by registered advisors; LPL Financial LLC has the most, with 20.
How do I check a Capital Analysts advisor in Horsham?
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 Capital Analysts 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.