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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Goshen, CT

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

The short answer

1 registered advisors work in Goshen; the most are at Stifel, Nicolaus & Company, Incorporated (1). 1 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Goshen

FirmAdvisors in Goshen
Stifel, Nicolaus & Company, Incorporated news1

Advisors in Goshen, A to Z

CFP advisors in Goshen →
  • Jeffrey H. ColeStifel, Nicolaus & Company, Incorporated · Certified Financial Planner

Other cities in Connecticut

All of Connecticut →

Stamford 932Greenwich 624Glastonbury 399Westport 393West Hartford 353Fairfield 277New Haven 258Hartford 238Shelton 234Farmington 212Darien 141Windsor 134Madison 109Guilford 104Ridgefield 94Mystic 87Norwalk 85Danbury 76Milford 75New Canaan 74Southbury 67North Haven 65Avon 64Hamden 64

Questions

How many financial advisors are in Goshen, CT?

1 investment adviser representatives are registered at firm offices in Goshen, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Goshen?

Stifel, Nicolaus & Company, Incorporated, with 1 registered advisors in Goshen.

How do I check a financial advisor in Goshen?

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.