Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Westport, CT
Every SEC-registered financial advisor at a firm office in Westport who lists the Certified Financial Planner designation, A to Z.
37 CFP professionals work in Westport; the most are at Morgan Stanley (5). 18 are also registered broker representatives.
CFP advisors in Westport, A to Z
Every advisor in Westport →- Frederick R. BitskyLPL Financial LLC · Certified Financial Planner
- David J. BoczarVestgen Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Kevin BradyMjp Wealth Advisors · Certified Financial Planner
- Michael A. BrennanBrennan Capital Management LLC · Certified Financial Planner
- Ryan W. CallasGreenhouse Wealth Management, LLC · Certified Financial Planner
- Melissa A. CiotoliFocus Partners Wealth, LLC · Certified Financial Planner
- Bradford W. CushmanMorgan Stanley · Certified Financial Planner
- Brian FinkMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Steven A. GordonRBC Capital Markets, LLC · Certified Financial Planner
- Ruth L. GretzMjp Wealth Advisors · Certified Financial Planner
- Michael A. HerbertThird View Private Wealth · Certified Financial Planner, Chartered Financial Consultant
- Richard C. HutchinsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ines S. KasdorfCoastal Bridge Advisors · Certified Financial Planner
- Matthew S. LandryMorgan Stanley · Certified Financial Planner
- Karen S. LexowFocus Partners Wealth, LLC · Certified Financial Planner
- Martin M. MaffeiUBS Financial Services Inc. · Certified Financial Planner
- Matthew R. MariniCoastal Bridge Advisors · Certified Financial Planner
- Hrefna S. MartinMerit Financial Partners LLC · Certified Financial Planner
- Jeffrey M. MastriannaFocus Partners Wealth, LLC · Certified Financial Planner
- Jake R. McCarthyThird View Private Wealth · Certified Financial Planner, Chartered Financial Consultant
- Abby Wolman W. McElroyMorgan Stanley · Certified Financial Planner
- Uliana G. MichaelisWealthspire Advisors · Certified Financial Planner
- Andre MirkineWells Fargo Clearing Services, LLC · Certified Financial Planner
- Thomas D. MooreWells Fargo Clearing Services, LLC · Certified Financial Planner
- John J. NelsonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Jonathan W. PappWells Fargo Clearing Services, LLC · Certified Financial Planner
- Victor H. PenaMorgan Stanley · Certified Financial Planner
- Zoltan PongraczThird View Private Wealth · Certified Financial Planner, Chartered Financial Consultant
- Brant J. RootFirethorn Capital, LLC · Certified Financial Planner
- Frank D. Rossetti Jr.Corient · Certified Financial Planner, Chartered Financial Analyst
- Meghan G. RumpRobertson Stephens · Certified Financial Planner
- Pasquale J. SacchettaCfig Investment Advisory Services, LLC · Certified Financial Planner
- Christopher M. SpahnMorgan Stanley · Certified Financial Planner
- David SpiecherJ.P. Morgan Securities LLC · Certified Financial Planner
- Christian J. VargasMercer Global Advisors Inc. · Certified Financial Planner
- William F. WarnerSentinel Asset Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Andrew E. ZimmermanPark Avenue Securities LLC · Certified Financial Planner
Firms with the most CFP professionals in Westport
Morgan Stanley 5Wells Fargo Clearing Services, LLC 4Focus Partners Wealth, LLC 3Third View Private Wealth 3Coastal Bridge Advisors 2Mjp Wealth Advisors 2Bay Colony Advisors 1Brennan Capital Management LLC 1Cfig Investment Advisory Services, LLC 1Corient 1Firethorn Capital, LLC 1Greenhouse Wealth Management, LLC 1J.P. Morgan Securities LLC 1LPL Financial LLC 1Mercer Global Advisors Inc. 1
CFP advisors in other Connecticut cities
All of Connecticut →Stamford 103West Hartford 79Glastonbury 67Farmington 58Shelton 39Fairfield 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 Westport, CT?
37 SEC-registered investment adviser representatives at firm offices in Westport, Connecticut list the CFP designation; Morgan Stanley employs the most of them (5).
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 Westport?
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.