Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Westport, CT
Every SEC-registered financial advisor at a firm office in Westport who lists the Chartered Financial Consultant designation, A to Z.
8 ChFC holders work in Westport; the most are at Third View Private Wealth (4). 3 are also registered broker representatives.
ChFC advisors in Westport, A to Z
Every advisor in Westport →- Michael A. HerbertThird View Private Wealth · Certified Financial Planner, Chartered Financial Consultant
- Jake R. McCarthyThird View Private Wealth · Certified Financial Planner, Chartered Financial Consultant
- Zoltan PongraczThird View Private Wealth · Certified Financial Planner, Chartered Financial Consultant
- Matthew J. RobeyEquitable Advisors, LLC · Chartered Financial Consultant
- Sandra J. RoseLPL Financial LLC · Chartered Financial Consultant
- William J. Ryan IIIAyrshire Capital Management LLC · Chartered Financial Consultant
- Christopher M. SneedThird View Private Wealth · Chartered Financial Consultant
- William F. WarnerSentinel Asset Management, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Westport
Third View Private Wealth 4Ayrshire Capital Management LLC 1Equitable Advisors, LLC 1LPL Financial LLC 1Sentinel Asset Management, LLC 1
ChFC advisors in other Connecticut cities
All of Connecticut →Stamford 20Glastonbury 17Farmington 14Shelton 12West Hartford 9Fairfield 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 Westport, CT?
8 SEC-registered investment adviser representatives at firm offices in Westport, Connecticut list the ChFC designation; Third View Private Wealth employs the most of them (4).
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 Westport?
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.