Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Shelton, CT
Every SEC-registered financial advisor at a firm office in Shelton who lists the Certified Financial Planner designation, A to Z.
39 CFP professionals work in Shelton; the most are at MML Investors Services, LLC (14). 26 are also registered broker representatives.
CFP advisors in Shelton, A to Z
Every advisor in Shelton →- Daniela M. AponteMML Investors Services, LLC · Certified Financial Planner
- Anthony J. Bavedas Jr.Constitution Investment Advisory And Portfolio Management · Certified Financial Planner
- Alec D. BeaucheminMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- David BeemanMML Investors Services, LLC · Certified Financial Planner
- John D. BillingtonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph BogardusMML Investors Services, LLC · Certified Financial Planner
- Michael BogardusMML Investors Services, LLC · Certified Financial Planner
- Nicholas T. ChristieInvestmark Advisory Group LLC · Certified Financial Planner
- Roger T. CiaccoProcyon · Certified Financial Planner
- Terry L. CrawfordProcyon · Certified Financial Planner
- John V. DimatteoCommonwealth Financial Network · Certified Financial Planner
- Maria Dianne A. ErgasProcyon · Certified Financial Planner
- Jeffrey H. FarrarProcyon · Certified Financial Planner
- Christopher L. GanimKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Nicholas GiammatteiCommonwealth Financial Network · Certified Financial Planner
- Michael J. GulishCommonwealth Financial Network · Certified Financial Planner
- Stephen M. GulishCommonwealth Financial Network · Certified Financial Planner
- Daniel R. HoffmannMML Investors Services, LLC · Certified Financial Planner
- Hasan A. HokeProcyon · Certified Financial Planner, Chartered Financial Consultant
- Jeremy HusMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Curtis O. IrbyProcyon · Certified Financial Planner
- Michael O. JonesMML Investors Services, LLC · Certified Financial Planner
- Nikhil KapoorStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael C. KusickInvestmark Advisory Group LLC · Certified Financial Planner
- Daniel G. LimmerProcyon · Certified Financial Planner
- Stephen J. LupkasMyfinancialpro, LLC · Certified Financial Planner
- Michael W. LynchMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- David J. MamminaGanim Private Wealth · Certified Financial Planner
- Bevin K. NealonProcyon · Certified Financial Planner
- Alisa M. OlsenMML Investors Services, LLC · Certified Financial Planner
- Ryan W. OrvisMML Investors Services, LLC · Certified Financial Planner
- Brian A. ParmeleeMML Investors Services, LLC · Certified Financial Planner
- Nicholas QuaglianiMML Investors Services, LLC · Certified Financial Planner
- Stephen N. SayeghLPL Financial LLC · Certified Financial Planner
- Edward A. Tomasko Jr.Innovative Asset Advisors Group · Certified Financial Planner
- Carol A. TruluckInnovative Asset Advisors Group · Certified Financial Planner
- Steven M. TuchbandLPL Financial LLC · Certified Financial Planner
- John A. VissicchioProcyon · Certified Financial Planner
- Tobin F. WaltersBelpointe Asset Management LLC · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in Shelton
MML Investors Services, LLC 14Procyon 9Commonwealth Financial Network 6Investmark Advisory Group LLC 3Innovative Asset Advisors Group 2LPL Financial LLC 2Belpointe Asset Management LLC 1Constitution Investment Advisory And Portfolio Management 1Ganim Private Wealth 1Kestra Advisory Services, LLC 1Myfinancialpro, LLC 1Strategic Advisers LLC 1
CFP advisors in other Connecticut cities
All of Connecticut →Stamford 103West Hartford 79Glastonbury 67Farmington 58Fairfield 37Westport 37Greenwich 26New Haven 20Madison 19Cheshire 18Avon 17Hartford 14Mystic 14Essex 13Guilford 13Darien 12Milford 12North Haven 12Ridgefield 12Danbury 11Southbury 11Norwalk 8Southport 8Wethersfield 8
Questions
How many CFP financial advisors are in Shelton, CT?
39 SEC-registered investment adviser representatives at firm offices in Shelton, Connecticut list the CFP designation; MML Investors Services, LLC employs the most of them (14).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Shelton?
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. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.