Financial ADVSR advisor directory · SEC adviser records
Connecticut Capital Management Group, LLC financial advisors in Milford, CT
Every SEC-registered investment adviser representative at a Connecticut Capital Management Group, LLC office in Milford, A to Z.
The short answer
3 registered advisors work at Connecticut Capital Management Group, LLC in Milford, out of 3 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Connecticut Capital Management Group, LLC advisors in Milford, A to Z
Every Connecticut Capital Management Group, LLC advisor →- Eddy K. AgyemanCertified Financial Planner
- Jill D. LaneseInvestment adviser rep
- Brian D. ParkeCertified Financial Planner
Connecticut Capital Management Group, LLC advisors in every city and state →Connecticut Capital Management Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Milford
All Milford advisors →LPL Financial LLC 11Coastal Bridge Advisors 8Equitable Advisors, LLC 7Pfs Investments Inc. 7Osaic Wealth, Inc. 5Edward Jones 4Commonwealth Financial Network 3MML Investors Services, LLC 3Osaic Institutions, Inc. 3Strategic Advisers LLC 3
Questions
How many financial advisors does Connecticut Capital Management Group, LLC have in Milford?
3 investment adviser representatives are registered at Connecticut Capital Management Group, LLC offices in Milford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Connecticut Capital Management Group, LLC one of the largest advisor employers in Milford?
Connecticut Capital Management Group, LLC ranks number 8 in Milford by registered advisors; LPL Financial LLC has the most, with 11.
How do I check a Connecticut Capital Management Group, LLC advisor in Milford?
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 Connecticut Capital Management Group, 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.