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Financial ADVSR advisor directory · SEC adviser records

Aufman Associates Inc. financial advisors in Sewickley, PA

Every SEC-registered investment adviser representative at a Aufman Associates Inc. office in Sewickley, A to Z.

The short answer

3 registered advisors work at Aufman Associates Inc. in Sewickley, out of 3 at the firm nationwide; it ranks number 18 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Aufman Associates Inc. advisors in Sewickley, A to Z

Every Aufman Associates Inc. advisor →

Aufman Associates Inc. advisors in every city and state →Aufman Associates Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Sewickley

All Sewickley advisors →

Morgan Stanley 34Merrill Lynch, Pierce, Fenner & Smith Incorporated 25RBC Capital Markets, LLC 25Bill Few Associates, Inc. 19LPL Financial LLC 19Stratos Wealth Partners, Ltd. 17Fragasso Wealth Advisors 15UBS Financial Services Inc. 11Ameriprise Financial Services, LLC 9Osaic Wealth, Inc. 9Wells Fargo Clearing Services, LLC 9Fifth Third Wealth Advisors LLC 8

Questions

How many financial advisors does Aufman Associates Inc. have in Sewickley?

3 investment adviser representatives are registered at Aufman Associates Inc. offices in Sewickley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Aufman Associates Inc. one of the largest advisor employers in Sewickley?

Aufman Associates Inc. ranks number 18 in Sewickley by registered advisors; Morgan Stanley has the most, with 34.

How do I check a Aufman Associates Inc. advisor in Sewickley?

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 Aufman 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.