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Financial ADVSR advisor directory · SEC adviser records

Colter Lewis Investment Partners, LLC financial advisors in Greenwich, CT

Every SEC-registered investment adviser representative at a Colter Lewis Investment Partners, LLC office in Greenwich, A to Z.

The short answer

4 registered advisors work at Colter Lewis Investment Partners, LLC in Greenwich, out of 4 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Colter Lewis Investment Partners, LLC advisors in Greenwich, A to Z

Every Colter Lewis Investment Partners, LLC advisor →

Colter Lewis Investment Partners, LLC advisors in every city and state →Colter Lewis Investment Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Greenwich

All Greenwich advisors →

J.P. Morgan Securities LLC 136Morgan Stanley 95Merrill Lynch, Pierce, Fenner & Smith Incorporated 76Citigroup Global Markets Inc. 44UBS Financial Services Inc. 33Raymond James & Associates, Inc. 30Wells Fargo Clearing Services, LLC 19Northcoast Asset Management LLC 14Ameriprise Financial Services, LLC 12Strategic Advisers LLC 11Greenwich Wealth Management, LLC 9Searle & Co. 6

Questions

How many financial advisors does Colter Lewis Investment Partners, LLC have in Greenwich?

4 investment adviser representatives are registered at Colter Lewis Investment Partners, LLC offices in Greenwich, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Colter Lewis Investment Partners, LLC one of the largest advisor employers in Greenwich?

Colter Lewis Investment Partners, LLC ranks number 16 in Greenwich by registered advisors; J.P. Morgan Securities LLC has the most, with 136.

How do I check a Colter Lewis Investment Partners, LLC advisor in Greenwich?

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 Colter Lewis Investment Partners, LLC 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.