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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Milford, CT

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

73 registered advisors work in Milford; the most are at LPL Financial LLC (11). 12 list the CFP designation and 60 are also registered broker representatives.

Firms with the most advisors in Milford

FirmAdvisors in Milford
LPL Financial LLC news11
Coastal Bridge Advisors8
Equitable Advisors, LLC news7
Pfs Investments Inc.7
Osaic Wealth, Inc. news5
Edward Jones news4
Commonwealth Financial Network news3
Connecticut Capital Management Group, LLC3
MML Investors Services, LLC3
Osaic Institutions, Inc. news3
Strategic Advisers LLC3
Prime Capital Financial2
Wells Fargo Clearing Services, LLC news2
Cambridge Investment Research Advisors, Inc. news1
Empower Advisory Group, LLC1
Forusall1
Hightower Advisors, LLC news1
J.P. Morgan Securities LLC news1
Mainstreet Advisors1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1
Td Private Client Wealth LLC1
UBS Financial Services Inc. news1
Wharton Midmarket Investment Advisors Inc.1

Advisors in Milford, A to Z

CFP advisors in Milford →

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 79Southbury 73Danbury 71North Haven 69Hamden 62Wilton 59Avon 56

Questions

How many financial advisors are in Milford, CT?

73 investment adviser representatives are registered at firm offices in Milford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 60 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Milford?

LPL Financial LLC, with 11 registered advisors in Milford, followed by Coastal Bridge Advisors with 8.

How do I check a financial advisor in Milford?

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.