Financial advisors in Longboat Key, FL

21 advisors

Daniel West
Financial advisor at Moneta Group Investment Advisors, LLC
Moneta Group Investment Advisors, LLC · $50.54B AUM
CFP®VerifiedFinancial planning
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Michelle Johnson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Nancy Elliott
Financial advisor at Silver Lake Advisory Partners, LLC
Silver Lake Advisory Partners, LLC · $325.3M AUM
CFP®VerifiedFinancial planning
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Stephen Golia
Financial advisor at St Golia Planning, LLC
St Golia Planning, LLC
CFP®Verified
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Brian Kelly
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Catherine Maniscalco Avery
Financial advisor at Caim LLC
Caim LLC · $318M AUM
VerifiedFinancial planning
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Craig Meldahl
Financial advisor at Total Wealth Planning and Management, Inc.
Total Wealth Planning and Management, Inc. · $238.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Fardin Nematollahi
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gennadiy Yankiv
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Gregory Bangma
Financial advisor at Silver Lake Advisory Partners, LLC
Silver Lake Advisory Partners, LLC · $325.3M AUM
VerifiedFinancial planning
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Henry Kochan
Financial advisor at The Ameriflex Group
The Ameriflex Group · $9.66B AUM
VerifiedFinancial planning
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James Judge
Financial advisor at Century Business & Financial Services
Century Business & Financial Services · $14.2M AUM
VerifiedFinancial planning
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James Miklas
Financial advisor at Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. · $1.99B AUM
Verified
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Jonathan Beukelman
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Mark Hammer
Financial advisor at Hammer and Company LLC
Hammer and Company LLC · $77.5M AUM
Verified
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Matthew Schmidt
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Morton Potoff
Financial advisor at Mjp Wealth Advisors
Mjp Wealth Advisors · $1.56B AUM
VerifiedFinancial planning
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Ronald Javate
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Ronna Cohen
Financial advisor at Silver Lake Advisory Partners, LLC
Silver Lake Advisory Partners, LLC · $325.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Judge
Financial advisor at Century Business & Financial Services
Century Business & Financial Services · $14.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Paulson
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Longboat Key, FL

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Longboat Key, FL.

How this list works

Before you hire an advisor in Longboat Key, FL