Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Old Greenwich, CT
Every SEC-registered investment adviser representative at a firm office in Old Greenwich, with the firms that employ the most of them.
38 registered advisors work in Old Greenwich; the most are at Wells Fargo Advisors Financial Network, LLC (24). 6 list the CFP designation and 33 are also registered broker representatives.
Firms with the most advisors in Old Greenwich
Advisors in Old Greenwich, A to Z
CFP advisors in Old Greenwich →- David F. AlfanoArcher Investment Corporation
- Carlton E. AndersonSavvy
- Roberta P. AndersonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jason AndrewsWells Fargo Advisors Financial Network, LLC
- Lawrence BakerWells Fargo Advisors Financial Network, LLC
- Ross M. BauerWells Fargo Advisors Financial Network, LLC
- Kimberly A. BenkoWells Fargo Advisors Financial Network, LLC
- Ervin BraunTrivium Point Advisory, LLC
- Beth CutlerWells Fargo Advisors Financial Network, LLC
- Anthony D'AmbrosioWells Fargo Advisors Financial Network, LLC
- Wyndsor E. DoyleMML Investors Services, LLC
- Scott R. FriedmanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kendl C. FulcoPrincipal Securities, Inc.
- Michael P. HardyWells Fargo Advisors Financial Network, LLC
- Frederick S. HillOsaic Wealth, Inc.
- Jo-Ann A. HoldenStrategic Advisers LLC
- Zachary HoyleWells Fargo Advisors Financial Network, LLC
- Dara K. JohnsonHampshire Family Office
- Sandra K. KapferWells Fargo Advisors Financial Network, LLC
- Melinda C. LapertWells Fargo Advisors Financial Network, LLC
- Nancy F. MeadeWells Fargo Advisors Financial Network, LLC
- Jose H. MercyWells Fargo Advisors Financial Network, LLC
- Loretta C. NolanLoretta Nolan Associates, LLC · Certified Financial Planner
- Christopher T. OffnerWells Fargo Advisors Financial Network, LLC
- John J. Pasacreta Jr.Wells Fargo Advisors Financial Network, LLC
- Thomas PovinelliOsaic Wealth, Inc.
- John G. RotandoWells Fargo Advisors Financial Network, LLC
- Michael A. SalimbeneWells Fargo Advisors Financial Network, LLC
- Jose A. Sanchez-KinghornUBS Financial Services Inc.
- Rebecca E. ScalaWells Fargo Advisors Financial Network, LLC
- Jenna SignorileWells Fargo Advisors Financial Network, LLC
- Sheila L. SpicehandlerWells Fargo Advisors Financial Network, LLC
- David SquireWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Marilyn C. TimbersCetera Investment Advisers LLC · Certified Financial Planner
- Katherine A. WelchWells Fargo Advisors Financial Network, LLC
- Charles D. WildOsaic Wealth, Inc. · Certified Financial Planner
- Kyle J. WoodwardLPL Enterprise, LLC
- Theodore YounglingWells Fargo Advisors Financial Network, LLC
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 Old Greenwich, CT?
38 investment adviser representatives are registered at firm offices in Old Greenwich, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 33 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Old Greenwich?
Wells Fargo Advisors Financial Network, LLC, with 24 registered advisors in Old Greenwich, followed by Osaic Wealth, Inc. with 3.
How do I check a financial advisor in Old Greenwich?
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.