Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Cheshire, CT

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

3 ChFC holders work in Cheshire; the most are at Cetera Investment Advisers LLC (1). 2 are also registered broker representatives.

ChFC advisors in Cheshire, A to Z

Every advisor in Cheshire →

Michael J. ArgiroCetera Investment Advisers LLC · Chartered Financial Consultant
Morris ArmstrongCrionna Wealth LLC · Chartered Financial Consultant
Paul B. ShayOsaic Wealth, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Cheshire

Cetera Investment Advisers LLC 1 Crionna Wealth LLC 1 Osaic Wealth, Inc. 1

ChFC advisors in other Connecticut cities

All of Connecticut →

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

Questions

How many ChFC financial advisors are in Cheshire, CT?

3 SEC-registered investment adviser representatives at firm offices in Cheshire, Connecticut list the ChFC designation; Cetera Investment Advisers 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 Cheshire?

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.