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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Greenwich, CT

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

3 ChFC holders work in Greenwich; the most are at Plan First Wealth LLC (1). 1 are also registered broker representatives.

ChFC advisors in Greenwich, A to Z

Every advisor in Greenwich →
  • Martha S. KernPlan First Wealth LLC · Certified Financial Planner, Chartered Financial Consultant
  • Elaine M. PotashPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniel S. ShafferShaffer Asset Management, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Greenwich

Plan First Wealth LLC 1Private Advisor Group, LLC 1Shaffer Asset Management, 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 3Darien 3New Haven 3Ridgefield 3Rocky Hill 3Southbury 3Suffield 3Trumbull 3Vernon 3

Questions

How many ChFC financial advisors are in Greenwich, CT?

3 SEC-registered investment adviser representatives at firm offices in Greenwich, Connecticut list the ChFC designation; Plan First 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 Greenwich?

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.