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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bethel, CT

Every SEC-registered investment adviser representative at a firm office in Bethel, with the firms that employ the most of them.

35 registered advisors work in Bethel; the most are at Pfs Investments Inc. (14). 3 list the CFP designation and 33 are also registered broker representatives.

Firms with the most advisors in Bethel

FirmAdvisors in Bethel
Pfs Investments Inc.14
Cetera Investment Advisers LLC news6
Raymond James Financial Services Advisors, Inc. news4
Ameriprise Financial Services, LLC news1
Cambridge Investment Research Advisors, Inc. news1
Equitable Advisors, LLC news1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Northwestern Mutual Investment Services, LLC1
Osaic Wealth, Inc. news1
Salzman Financial Management LLC1
State Farm Investment Management Corp.1
Voya Financial Advisors, Inc.1
William Joseph Capital Management, Inc.1

Advisors in Bethel, A to Z

CFP advisors in Bethel →

Other cities in Connecticut

All of Connecticut →

Stamford 851Greenwich 629Westport 397Glastonbury 389West Hartford 353New Haven 277Fairfield 275Shelton 239Hartford 220Farmington 212Darien 137Windsor 132Guilford 103Madison 101Mystic 90Ridgefield 86Norwalk 82New Canaan 79Milford 73Southbury 73Danbury 71North Haven 69Hamden 62Wilton 59

Questions

How many financial advisors are in Bethel, CT?

35 investment adviser representatives are registered at firm offices in Bethel, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 33 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Bethel?

Pfs Investments Inc., with 14 registered advisors in Bethel, followed by Cetera Investment Advisers LLC with 6.

How do I check a financial advisor in Bethel?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.