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Financial ADVSR advisor directory · SEC adviser records

Capital Analysts financial advisors in Newtown Square, PA

Every SEC-registered investment adviser representative at a Capital Analysts office in Newtown Square, A to Z.

4 registered advisors work at Capital Analysts in Newtown Square, out of 585 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Capital Analysts advisors in Newtown Square, A to Z

Every Capital Analysts advisor →

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 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8

Other firms in Newtown Square

All Newtown Square advisors →

MML Investors Services, LLC 133Morgan Stanley 29Logan Capital Management, Inc. 14Concentus Wealth Advisors 9Pathstone 9Almanack Investment Partners 7Newsquare Capital, LLC 6Wells Fargo Clearing Services, LLC 6Strategic Advisers LLC 4Etf Architect 3

Questions

How many financial advisors does Capital Analysts have in Newtown Square?

4 investment adviser representatives are registered at Capital Analysts offices in Newtown Square, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Capital Analysts one of the largest advisor employers in Newtown Square?

Capital Analysts ranks number 9 in Newtown Square by registered advisors; MML Investors Services, LLC has the most, with 133.

How do I check a Capital Analysts advisor in Newtown Square?

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.