Financial ADVSR advisor directory · SEC adviser records
Macro Advisors, Inc. financial advisors in York, PA
Every SEC-registered investment adviser representative at a Macro Advisors, Inc. office in York, A to Z.
7 registered advisors work at Macro Advisors, Inc. in York, out of 9 at the firm nationwide; it ranks number 13 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Macro Advisors, Inc. advisors in York, A to Z
Every Macro Advisors, Inc. advisor →- Wade CornettChartered Financial Consultant
- Darshana J. DesaiInvestment adviser rep
- Jay M. DesaiCertified Financial Planner
- Mahir J. DesaiCertified Financial Planner
- Mikesh J. DesaiCertified Financial Planner
- Dipal H. PatelInvestment adviser rep
- Shannon R. ShuppCertified Financial Planner
Macro Advisors, Inc. advisors in every city and state →Macro Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Macro Advisors, Inc. advisors in other cities
Other firms in York
All York advisors →LPL Financial LLC 25Raymond James Financial Services Advisors, Inc. 23Ameriprise Financial Services, LLC 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Wells Fargo Clearing Services, LLC 15Morgan Stanley 13Janney Montgomery Scott LLC 12Cetera Investment Advisers LLC 8Edward Jones 8Pfs Investments Inc. 8Integrated Wealth Solutions, LLC 7Johnson & White Wealth Management LLC 7
Questions
How many financial advisors does Macro Advisors, Inc. have in York?
7 investment adviser representatives are registered at Macro Advisors, Inc. offices in York, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Macro Advisors, Inc. one of the largest advisor employers in York?
Macro Advisors, Inc. ranks number 13 in York by registered advisors; LPL Financial LLC has the most, with 25.
How do I check a Macro Advisors, Inc. advisor in York?
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 Macro Advisors, 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.