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Financial ADVSR advisor directory · SEC adviser records

Kreitler Financial LLC financial advisors in New Haven, CT

Every SEC-registered investment adviser representative at a Kreitler Financial LLC office in New Haven, A to Z.

The short answer

4 registered advisors work at Kreitler Financial LLC in New Haven, out of 4 at the firm nationwide; it ranks number 11 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Kreitler Financial LLC advisors in New Haven, A to Z

Every Kreitler Financial LLC advisor →

Kreitler Financial LLC advisors in every city and state →Kreitler Financial LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in New Haven

All New Haven advisors →

Knights Of Columbus Asset Advisors LLC 91Merrill Lynch, Pierce, Fenner & Smith Incorporated 39Morgan Stanley 23Janney Montgomery Scott LLC 17UBS Financial Services Inc. 15Ameriprise Financial Services, LLC 12Wells Fargo Clearing Services, LLC 10Cetera Investment Advisers LLC 7Strategic Advisers LLC 7Raymond James & Associates, Inc. 5J.P. Morgan Securities LLC 3Washington Trust Advisors 3

Questions

How many financial advisors does Kreitler Financial LLC have in New Haven?

4 investment adviser representatives are registered at Kreitler Financial LLC offices in New Haven, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Kreitler Financial LLC one of the largest advisor employers in New Haven?

Kreitler Financial LLC ranks number 11 in New Haven by registered advisors; Knights Of Columbus Asset Advisors LLC has the most, with 91.

How do I check a Kreitler Financial LLC advisor in New Haven?

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 Kreitler Financial 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.