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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Avon, CT

Every SEC-registered financial advisor at a firm office in Avon who lists the Chartered Financial Consultant designation, A to Z.

The short answer

4 ChFC holders work in Avon; the most are at Crionna Wealth LLC (1). 2 are also registered broker representatives.

ChFC advisors in Avon, A to Z

Every advisor in Avon →
  • Morris ArmstrongCrionna Wealth LLC · Chartered Financial Consultant
  • Matthew R. CarbrayKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Scott R. KieperPark Avenue Securities LLC · Chartered Financial Consultant
  • David R. RuschTittmann & Rusch, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Avon

Crionna Wealth LLC 1Kestra Advisory Services, LLC 1Park Avenue Securities LLC 1Tittmann & Rusch, LLC 1

ChFC advisors in other Connecticut cities

All of Connecticut →

Stamford 20Glastonbury 17Farmington 14Shelton 12West Hartford 9Westport 8Fairfield 5Madison 5Danbury 4Guilford 4Milford 4Wilton 4Cheshire 3Darien 3Greenwich 3New Haven 3Ridgefield 3Rocky Hill 3Southbury 3Suffield 3Trumbull 3Vernon 3

Questions

How many ChFC financial advisors are in Avon, CT?

4 SEC-registered investment adviser representatives at firm offices in Avon, Connecticut list the ChFC designation; Crionna Wealth LLC employs the most of them (1).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC in Avon?

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 ChFC 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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.