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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Southbury, CT

Every SEC-registered financial advisor at a firm office in Southbury who lists the Certified Financial Planner designation, A to Z.

The short answer

6 CFP professionals work in Southbury; the most are at Sanctuary Advisors, LLC (2). 4 are also registered broker representatives.

CFP advisors in Southbury, A to Z

Every advisor in Southbury →
  • Michael R. BurkeSanctuary Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Harrison A. GrahamLPL Financial LLC · Certified Financial Planner
  • Steven M. HaasAmeriprise Financial Services, LLC · Certified Financial Planner
  • Leonard J. Manz IIIJ.P. Morgan Securities LLC · Certified Financial Planner
  • David RichardsonSanctuary Advisors, LLC · Certified Financial Planner
  • Jan WiseCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Southbury

Sanctuary Advisors, LLC 2Ameriprise Financial Services, LLC 1Commonwealth Financial Network 1J.P. Morgan Securities LLC 1LPL Financial LLC 1

CFP advisors in other Connecticut cities

All of Connecticut →

Stamford 103West Hartford 79Glastonbury 67Farmington 58Shelton 39Fairfield 37Westport 37Greenwich 26New Haven 20Madison 19Cheshire 18Avon 17Hartford 14Mystic 14Essex 13Guilford 13Darien 12Milford 12North Haven 12Ridgefield 12Danbury 11Norwalk 8Southport 8Wethersfield 8

Questions

How many CFP financial advisors are in Southbury, CT?

6 SEC-registered investment adviser representatives at firm offices in Southbury, Connecticut list the CFP designation; Sanctuary Advisors, LLC employs the most of them (2).

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 Southbury?

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.