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Financial ADVSR advisor directory · SEC adviser records

46 Peaks Investment Advisory Group financial advisors in Newtown, PA

Every SEC-registered investment adviser representative at a 46 Peaks Investment Advisory Group office in Newtown, A to Z.

The short answer

3 registered advisors work at 46 Peaks Investment Advisory Group in Newtown, out of 3 at the firm nationwide; it ranks number 18 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

46 Peaks Investment Advisory Group advisors in Newtown, A to Z

Every 46 Peaks Investment Advisory Group advisor →

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Other firms in Newtown

All Newtown advisors →

UBS Financial Services Inc. 18Main Street Financial Solutions, LLC 17Raymond James & Associates, Inc. 16Cambridge Investment Research Advisors, Inc. 12Insight Advisors, LLC 9Rockefeller Capital Management 9Osaic Wealth, Inc. 7Edward Jones 6Innova Wealth Partners, LLC 6Lri Investments 6Pw Nova Financial Services LLC 6Brick & Kyle Associates Inc. 5

Questions

How many financial advisors does 46 Peaks Investment Advisory Group have in Newtown?

3 investment adviser representatives are registered at 46 Peaks Investment Advisory Group offices in Newtown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is 46 Peaks Investment Advisory Group one of the largest advisor employers in Newtown?

46 Peaks Investment Advisory Group ranks number 18 in Newtown by registered advisors; UBS Financial Services Inc. has the most, with 18.

How do I check a 46 Peaks Investment Advisory Group advisor in Newtown?

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 46 Peaks Investment Advisory Group 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.