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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Darien, CT

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

3 ChFC holders work in Darien; the most are at Twenty Four Wealth (2). 2 are also registered broker representatives.

ChFC advisors in Darien, A to Z

Every advisor in Darien →
  • Michael J. CarbinoTwenty Four Wealth · Certified Financial Planner, Chartered Financial Consultant
  • Robert P. LeahyMfc Portfolios, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Christopher ZapataTwenty Four Wealth · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Darien

Twenty Four Wealth 2Mfc Portfolios, Inc. 1

ChFC advisors in other Connecticut cities

All of Connecticut →

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

Questions

How many ChFC financial advisors are in Darien, CT?

3 SEC-registered investment adviser representatives at firm offices in Darien, Connecticut list the ChFC designation; Twenty Four Wealth employs the most of them (2).

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 Darien?

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.