Citigroup Global Markets
29yrs
Top advisor by experience in Surfside
Financial advisors in Surfside, FL
Looking for a financial advisor in Surfside, FL? We list 5 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
5Advisors with offices here
5Median years of experience
20%At fee-only firms
5Firms represented
Largest firms here: UBS Financial Services (1), J.P. Morgan Securities (1), Citigroup Global Markets (1).
UBS Financial Services
19yrs
More experience than 60% of advisors in Surfside
J.P. Morgan Securities
5yrs
5 years in the industry
S12 Group
3yrs
3 years in the industry
HSBC Securities (usa)
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.