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Financial ADVSR advisor directory · SEC adviser records

Crestwood Advisors financial advisors in Darien, CT

Every SEC-registered investment adviser representative at a Crestwood Advisors office in Darien, A to Z.

The short answer

4 registered advisors work at Crestwood Advisors in Darien, out of 38 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Crestwood Advisors advisors in Darien, A to Z

Every Crestwood Advisors advisor →

Crestwood Advisors advisors in every city and state →Crestwood Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Crestwood Advisors advisors in other cities

Boston, MA 30Providence, RI 3Cornelius, NC 1

Other firms in Darien

All Darien advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Sprott Asset Management USA Inc. 13Janney Montgomery Scott LLC 11Twenty Four Wealth 10Strategic Advisers LLC 5Wealth Enhancement Advisory Services, LLC 5J.P. Morgan Securities LLC 4Amfa LLC 3Beirne. 3LPL Financial LLC 3Rock Elm Capital Management LLC 3

Questions

How many financial advisors does Crestwood Advisors have in Darien?

4 investment adviser representatives are registered at Crestwood Advisors offices in Darien, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 38 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Crestwood Advisors one of the largest advisor employers in Darien?

Crestwood Advisors ranks number 7 in Darien by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 24.

How do I check a Crestwood Advisors advisor in Darien?

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, 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 Crestwood Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.