Financial ADVSR advisor directory · SEC adviser records
Autumn Lane Advisors, LLC financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Autumn Lane Advisors, LLC office in Houston, A to Z.
The short answer
3 registered advisors work at Autumn Lane Advisors, LLC in Houston, out of 3 at the firm nationwide; it ranks number 174 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Autumn Lane Advisors, LLC advisors in Houston, A to Z
Every Autumn Lane Advisors, LLC advisor →- Stephen B. BurtonCertified Financial Planner
- James S. MooneyInvestment adviser rep
- Steven D. OldhamChartered Financial Analyst
Autumn Lane Advisors, LLC advisors in every city and state →Autumn Lane Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Houston
All Houston advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76
Questions
How many financial advisors does Autumn Lane Advisors, LLC have in Houston?
3 investment adviser representatives are registered at Autumn Lane Advisors, LLC offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Autumn Lane Advisors, LLC one of the largest advisor employers in Houston?
Autumn Lane Advisors, LLC ranks number 174 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Autumn Lane Advisors, LLC advisor in Houston?
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 Autumn Lane Advisors, LLC 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.