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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in New Milford, CT

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

14 registered advisors work in New Milford; the most are at Edward Jones (3). 1 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in New Milford

FirmAdvisors in New Milford
Edward Jones news3
Pasnau Investment Management, Inc.2
Brookstone Wealth Advisors, LLC1
Cetera Investment Advisers LLC news1
Fulcrum Wealth Management1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Rockefeller Financial LLC news1
Strategic Advisers LLC1
Summit Financial, LLC1
Wealth Enhancement Advisory Services, LLC news1

Advisors in New Milford, A to Z

CFP advisors in New 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 79Milford 73Southbury 73Danbury 71North Haven 69Hamden 62Wilton 59

Questions

How many financial advisors are in New Milford, CT?

14 investment adviser representatives are registered at firm offices in New Milford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in New Milford?

Edward Jones, with 3 registered advisors in New Milford, followed by Pasnau Investment Management, Inc. with 2.

How do I check a financial advisor in New 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.