Financial ADVSR advisor directory · SEC adviser records
Ecio, Inc. financial advisors in Madison, WI
Every SEC-registered investment adviser representative at a Ecio, Inc. office in Madison, A to Z.
5 registered advisors work at Ecio, Inc. in Madison, out of 5 at the firm nationwide; it ranks number 37 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Ecio, Inc. advisors in Madison, A to Z
Every Ecio, Inc. advisor →- Aditya S. BhaveInvestment adviser rep
- Courtney L. DeanInvestment adviser rep
- Erica L. ReillyInvestment adviser rep
- Robin C. RoquitteChartered Financial Analyst
- Phillip R. WaaraInvestment adviser rep
Ecio, Inc. advisors in every city and state →Ecio, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Madison
All Madison advisors →LPL Financial LLC 52Ameriprise Financial Services, LLC 39Madison Partners 28UBS Financial Services Inc. 28Pfs Investments Inc. 24Edward Jones 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Osaic Wealth, Inc. 18Cetera Investment Advisers LLC 17Harbour Investments, Inc. 17Thrivent Investment Management Inc. 16RBC Capital Markets, LLC 15
Questions
How many financial advisors does Ecio, Inc. have in Madison?
5 investment adviser representatives are registered at Ecio, Inc. offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Ecio, Inc. one of the largest advisor employers in Madison?
Ecio, Inc. ranks number 37 in Madison by registered advisors; LPL Financial LLC has the most, with 52.
How do I check a Ecio, Inc. advisor in Madison?
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 Ecio, 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.