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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in New Castle, PA

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

40 registered advisors work in New Castle; the most are at Ameriprise Financial Services, LLC (6). 5 list the CFP designation and 26 are also registered broker representatives.

Firms with the most advisors in New Castle

FirmAdvisors in New Castle
Ameriprise Financial Services, LLC news6
Cetera Investment Advisers LLC news4
Columbus Macro, LLC4
Janney Montgomery Scott LLC news3
Mai Capital Management, LLC3
Capital A Wealth Management2
Edward Jones news2
Kissling Financial Services, LLC2
LPL Financial LLC news2
Osaic Institutions, Inc. news2
Private Advisor Group, LLC2
Storehouse Investments LLC2
Bill Messner Contrarian Investment Advisory, LLC1
Coppell Advisory Solutions LLC1
Equity Services, Inc.1
Lasalle St. Investment Advisors, L.L.C.1
Osaic Wealth, Inc. news1
Wesbanco Securities, Inc.1

Advisors in New Castle, A to Z

CFP advisors in New Castle →

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 New Castle, PA?

40 investment adviser representatives are registered at firm offices in New Castle, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 26 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in New Castle?

Ameriprise Financial Services, LLC, with 6 registered advisors in New Castle, followed by Cetera Investment Advisers LLC with 4.

How do I check a financial advisor in New Castle?

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.