Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Canton, CT
Every SEC-registered investment adviser representative at a firm office in Canton, with the firms that employ the most of them.
17 registered advisors work in Canton; the most are at Fiscal Wisdom Wealth Management LLC (9). 0 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Canton
| Firm | Advisors in Canton |
|---|---|
| Fiscal Wisdom Wealth Management LLC | 9 |
| Edward Jones news | 3 |
| Chadwick Financial Advisors, LLC | 1 |
| LPL Financial LLC news | 1 |
| Morgan Stanley news | 1 |
| Northwestern Mutual Investment Services, LLC | 1 |
| Osaic Wealth, Inc. news | 1 |
| Strategic Advisers LLC | 1 |
Advisors in Canton, A to Z
Search all of Connecticut →- Michael A. BarattaFiscal Wisdom Wealth Management LLC · Chartered Financial Consultant
- Richard A. Bean Jr.Fiscal Wisdom Wealth Management LLC · Certified Financial Planner
- Michael E. ChadwickFiscal Wisdom Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Beth L. DuffyEdward Jones
- Benjamin EmoryOsaic Wealth, Inc. · Certified Financial Planner
- Joshua J. FerreiraLPL Financial LLC
- William M. ForteMorgan Stanley
- Max D. IsaacmanFiscal Wisdom Wealth Management LLC
- Jessica MartinFiscal Wisdom Wealth Management LLC
- John M. MorrisNorthwestern Mutual Investment Services, LLC
- Phyllis B. PucketteEdward Jones
- Daniel A. RobertsFiscal Wisdom Wealth Management LLC
- Coty SheanFiscal Wisdom Wealth Management LLC
- Changyong ShiEdward Jones
- Benjamin G. StilleFiscal Wisdom Wealth Management LLC
- Travis M. TazawaFiscal Wisdom Wealth Management LLC · Certified Financial Planner
- Samantha WentlandStrategic Advisers LLC
Other cities in Connecticut
All of Connecticut →Stamford 976Greenwich 659Glastonbury 429Westport 408West Hartford 374Fairfield 292New Haven 272Hartford 249Shelton 246Farmington 218Windsor 150Darien 145Guilford 114Madison 110Ridgefield 104Mystic 93Norwalk 93Danbury 80Milford 77New Canaan 76Southbury 76Avon 71North Haven 69Hamden 68
Questions
How many financial advisors are in Canton, CT?
17 investment adviser representatives are registered at firm offices in Canton, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Canton?
Fiscal Wisdom Wealth Management LLC, with 9 registered advisors in Canton, followed by Edward Jones with 3.
How do I check a financial advisor in Canton?
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.