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Financial ADVSR advisor directory · SEC adviser records

Sarofim Trust Co. financial advisors in Houston, TX

Every SEC-registered investment adviser representative at a Sarofim Trust Co. office in Houston, A to Z.

13 registered advisors work at Sarofim Trust Co. in Houston, out of 13 at the firm nationwide; it ranks number 66 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Sarofim Trust Co. advisors in Houston, A to Z

Every Sarofim Trust Co. advisor →

Sarofim Trust Co. advisors in every city and state →Sarofim Trust Co.: 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 Sarofim Trust Co. have in Houston?

13 investment adviser representatives are registered at Sarofim Trust Co. offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Sarofim Trust Co. one of the largest advisor employers in Houston?

Sarofim Trust Co. ranks number 66 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.

How do I check a Sarofim Trust Co. 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 Sarofim Trust Co. 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.