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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Madison, CT

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

101 registered advisors work in Madison; the most are at Morgan Stanley (20). 19 list the CFP designation and 65 are also registered broker representatives.

Firms with the most advisors in Madison

FirmAdvisors in Madison
Morgan Stanley news20
Principle Wealth19
LPL Financial LLC news8
Warner Wealth8
Stifel, Nicolaus & Company, Incorporated news5
Commonwealth Financial Network news4
Wells Fargo Clearing Services, LLC news4
Ameriprise Financial Services, LLC news3
Eagle Strategies LLC2
Edward Jones news2
J.P. Morgan Securities LLC news2
Mai Capital Management, LLC2
Professional Alliance Associates, LLC2
Strategic Advisers LLC2
Brookstone Wealth Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Cooperative Funeral Fund Inc.1
East Guilford Financial Services LLC1
Fidelity Institutional Wealth Adviser LLC news1
Hightower Advisors, LLC news1
Howard Wealth Management, LLC1
Infinity Financial Services Advisory1
Knights Of Columbus Asset Advisors LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1

Advisors in Madison, A to Z

CFP advisors in Madison →

Other cities in Connecticut

All of Connecticut →

Stamford 851Greenwich 629Westport 397Glastonbury 389West Hartford 353New Haven 277Fairfield 275Shelton 239Hartford 220Farmington 212Darien 137Windsor 132Guilford 103Mystic 90Ridgefield 86Norwalk 82New Canaan 79Milford 73Southbury 73Danbury 71North Haven 69Hamden 62Wilton 59Avon 56

Questions

How many financial advisors are in Madison, CT?

101 investment adviser representatives are registered at firm offices in Madison, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 65 of them are also registered as broker representatives, and 19 list the CFP designation.

Which firm has the most financial advisors in Madison?

Morgan Stanley, with 20 registered advisors in Madison, followed by Principle Wealth with 19.

How do I check a financial advisor in Madison?

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.