Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Whitehall, PA
Every SEC-registered investment adviser representative at a firm office in Whitehall, with the firms that employ the most of them.
17 registered advisors work in Whitehall; the most are at Commonwealth Financial Network (4). 0 list the CFP designation and 15 are also registered broker representatives.
Firms with the most advisors in Whitehall
Advisors in Whitehall, A to Z
Search all of Pennsylvania →- Michael P. BoykoAta Management Strategies Inc.
- Jared M. BrownCommonwealth Financial Network · Certified Financial Planner
- Kaye-Ann Brown BarrettState Farm Investment Management Corp.
- Daniel J. FratantoroCommonwealth Financial Network · Certified Financial Planner
- John Giancaterino Jr.Cetera Investment Advisers LLC · Chartered Financial Consultant
- Gregory A. HerzogCommonwealth Financial Network
- Kevin L. HittingerOnepoint Bfg Wealth Partners · Chartered Financial Consultant
- Arvind P. MathurWells Fargo Clearing Services, LLC
- Kent C. NewhartAta Management Strategies Inc.
- Stephen M. ParrishEdward Jones
- Adam D. PuskarOnepoint Bfg Wealth Partners
- Alfred H. RichterIntegrity Alliance, LLC.
- Jacob W. RugglesCommonwealth Financial Network · Certified Financial Planner
- Jan M. StrunkEdward Jones
- Mark Strunk JrPNC Wealth Management LLC
- Michael E. TunkeCetera Investment Advisers LLC
- James M. WoodleyMerrill Lynch, Pierce, Fenner & Smith Incorporated
Other cities in Pennsylvania
All of Pennsylvania →Pittsburgh 1,580Philadelphia 1,167Malvern 855Conshohocken 503Wayne 423Lancaster 409Allentown 403Radnor 350Berwyn 315West Chester 294Sewickley 291Newtown Square 287Doylestown 251Erie 251Yardley 246York 241Bala Cynwyd 239Fort Washington 223Canonsburg 215Newtown 205Camp Hill 189West Conshohocken 188Wyomissing 186Bethlehem 185
Questions
How many financial advisors are in Whitehall, PA?
17 investment adviser representatives are registered at firm offices in Whitehall, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Whitehall?
Commonwealth Financial Network, with 4 registered advisors in Whitehall, followed by Ata Management Strategies Inc. with 2.
How do I check a financial advisor in Whitehall?
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.