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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Newtown, CT

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

25 registered advisors work in Newtown; the most are at Steward Partners Investment Advisory, LLC (3). 7 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Newtown

FirmAdvisors in Newtown
Steward Partners Investment Advisory, LLC news3
Strategic Advisers LLC3
Commonwealth Financial Network news2
Edward Jones news2
Donaldson Financial Wellness Network, LLC1
Gwn Securities Inc.1
Ip Financial Advisory Services LLC1
Iron Path Wealth Management, Inc.1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Magnolia Private Wealth, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Institutions, Inc. news1
Riskin Wealth Management, LLC1
Rls Financial Group, Inc.1
Spc1
T. Rowe Price Associates, Inc.1
Trust Advisory Group Ltd.1
Wells Fargo Clearing Services, LLC news1

Advisors in Newtown, A to Z

CFP advisors in Newtown →

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 Newtown, CT?

25 investment adviser representatives are registered at firm offices in Newtown, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Newtown?

Steward Partners Investment Advisory, LLC, with 3 registered advisors in Newtown, followed by Strategic Advisers LLC with 3.

How do I check a financial advisor in Newtown?

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.