Financial ADVSR advisor directory · SEC adviser records
Anthony Petsis & Associates Inc. financial advisors in Newtown, PA
Every SEC-registered investment adviser representative at a Anthony Petsis & Associates Inc. office in Newtown, A to Z.
The short answer
4 registered advisors work at Anthony Petsis & Associates Inc. in Newtown, out of 4 at the firm nationwide; it ranks number 15 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Anthony Petsis & Associates Inc. advisors in Newtown, A to Z
Every Anthony Petsis & Associates Inc. advisor →- Marc ButlerAlso a broker rep
- Heidi S. HirshAlso a broker rep
- Alexander J. PetsisCertified Financial Planner · Also a broker rep
- Anthony PetsisChartered Financial Consultant · Also a broker rep
Anthony Petsis & Associates Inc. advisors in every city and state →Advisor Moves: who changed firms this week →
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 Anthony Petsis & Associates Inc. have in Newtown?
4 investment adviser representatives are registered at Anthony Petsis & Associates Inc. offices in Newtown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Anthony Petsis & Associates Inc. one of the largest advisor employers in Newtown?
Anthony Petsis & Associates Inc. ranks number 15 in Newtown by registered advisors; UBS Financial Services Inc. has the most, with 18.
How do I check a Anthony Petsis & Associates Inc. 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 Anthony Petsis & Associates Inc. 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.