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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Essex, CT

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

44 registered advisors work in Essex; the most are at Essex Financial Services, Inc. (23). 13 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in Essex

FirmAdvisors in Essex
Essex Financial Services, Inc.23
Alchemi Wealth, LLC5
Commonwealth Financial Network news3
Jeffrey N. Mehler, Cfp LLC3
Kestra Advisory Services, LLC news2
Brae Head, Inc.1
Cambridge Investment Research Advisors, Inc. news1
Connell Financial Services, LLC1
Edward Jones news1
LPL Financial LLC news1
Sound Planning And Investments, LLC1
Sullivan Financial, LLC1
The Burney Company1

Advisors in Essex, A to Z

CFP advisors in Essex →

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 Essex, CT?

44 investment adviser representatives are registered at firm offices in Essex, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 13 list the CFP designation.

Which firm has the most financial advisors in Essex?

Essex Financial Services, Inc., with 23 registered advisors in Essex, followed by Alchemi Wealth, LLC with 5.

How do I check a financial advisor in Essex?

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.