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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Stamford, CT

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

20 ChFC holders work in Stamford; the most are at Steward Partners Investment Advisory, LLC (9). 18 are also registered broker representatives.

ChFC advisors in Stamford, A to Z

Every advisor in Stamford →
  • Peter F. AvondaSteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Dehaven J. BeckerSteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael BeloffStratos Wealth Partners, Ltd. · Certified Financial Planner, Chartered Financial Consultant
  • Francis A. BrownAbundant Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • Timothy M. Burklow Sr.Steward Partners Investment Advisory, LLC · Chartered Financial Consultant
  • Timothy M. Burklow Jr.Steward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John D. DarerGroove Financial Advisors, LLC · Chartered Financial Consultant
  • Michael J. Germano IVSteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
  • William M. GreenfieldWorld Investment Advisors, LLC · Chartered Financial Consultant
  • Ari GreenmanMML Investors Services, LLC · Chartered Financial Consultant
  • Peter D. HayesO'Shaughnessy Asset Management, LLC · Chartered Financial Consultant
  • Thomas J. HenskeMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Richard W. HumphreySteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gregory LargeMML Investors Services, LLC · Chartered Financial Consultant
  • Joseph M. MasielloLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Anthony T. Mazzei Sr.Park Avenue Securities LLC · Chartered Financial Consultant
  • John J. OcchipintiSteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Francis X. QueallyM Holdings Securities, Inc. · Chartered Financial Consultant
  • Tobe C. ReedSteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Courtney M. ShrewsberrySteward Partners Investment Advisory, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Stamford

Steward Partners Investment Advisory, LLC 9MML Investors Services, LLC 3Abundant Wealth Management LLC 1Groove Financial Advisors, LLC 1LPL Financial LLC 1M Holdings Securities, Inc. 1O'Shaughnessy Asset Management, LLC 1Park Avenue Securities LLC 1Stratos Wealth Partners, Ltd. 1World Investment Advisors, LLC 1

ChFC advisors in other Connecticut cities

All of Connecticut →

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

Questions

How many ChFC financial advisors are in Stamford, CT?

20 SEC-registered investment adviser representatives at firm offices in Stamford, Connecticut list the ChFC designation; Steward Partners Investment Advisory, LLC employs the most of them (9).

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 Stamford?

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.