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Financial ADVSR advisor directory · SEC adviser records

Compass Wealth Management LLC financial advisors in Guilford, CT

Every SEC-registered investment adviser representative at a Compass Wealth Management LLC office in Guilford, A to Z.

The short answer

6 registered advisors work at Compass Wealth Management LLC in Guilford, out of 6 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Compass Wealth Management LLC advisors in Guilford, A to Z

Every Compass Wealth Management LLC advisor →

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Other firms in Guilford

All Guilford advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 23MML Investors Services, LLC 17LPL Financial LLC 11Grey Ledge Advisors, LLC 7Diastole Wealth Management 6Monte Financial Group, LLC 6Cetera Investment Advisers LLC 4Granite Islands Private Wealth, LLC 3

Questions

How many financial advisors does Compass Wealth Management LLC have in Guilford?

6 investment adviser representatives are registered at Compass Wealth Management LLC offices in Guilford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Compass Wealth Management LLC one of the largest advisor employers in Guilford?

Compass Wealth Management LLC ranks number 5 in Guilford by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 23.

How do I check a Compass Wealth Management LLC advisor in Guilford?

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 Compass Wealth Management 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.