Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Wilton, CT
Every SEC-registered financial advisor at a firm office in Wilton who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Wilton; the most are at Round Rock Advisors LLC (2). 4 are also registered broker representatives.
CFP advisors in Wilton, A to Z
Every advisor in Wilton →- Bert T. BowlerRound Rock Advisors LLC · Certified Financial Planner
- David I. BuninKestra Advisory Services, LLC · Certified Financial Planner
- Ziyah R. EsbenshadeTrivium Point Advisory, LLC · Certified Financial Planner
- Matthew P. GachiCatum Advisory Group, LLC. · Certified Financial Planner
- Christopher N. PerryCommonwealth Financial Network · Certified Financial Planner
- John R. PlanellRound Rock Advisors LLC · Certified Financial Planner
- James A. SalernoTrivium Point Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Wilton
Round Rock Advisors LLC 2Trivium Point Advisory, LLC 2Catum Advisory Group, LLC. 1Commonwealth Financial Network 1Kestra Advisory Services, 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 11Southbury 11Norwalk 8Southport 8
Questions
How many CFP financial advisors are in Wilton, CT?
7 SEC-registered investment adviser representatives at firm offices in Wilton, Connecticut list the CFP designation; Round Rock 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 Wilton?
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.