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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Old Saybrook, CT

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

28 registered advisors work in Old Saybrook; the most are at Ameriprise Financial Services, LLC (7). 2 list the CFP designation and 25 are also registered broker representatives.

Firms with the most advisors in Old Saybrook

FirmAdvisors in Old Saybrook
Ameriprise Financial Services, LLC news7
Edward Jones news3
Wells Fargo Clearing Services, LLC news3
Charles Schwab & Co., Inc. news2
Kestra Advisory Services, LLC news2
Key Investment Services LLC2
Compass Retirement, LLC1
Gateway Wealth Partners, LLC1
Kovack Advisors, Inc.1
LPL Financial LLC news1
Mai Capital Management, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Raymond James Financial Services Advisors, Inc. news1
Sound Income Strategies, LLC1
Strategic Advisers LLC1

Advisors in Old Saybrook, A to Z

CFP advisors in Old Saybrook →

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 Saybrook, CT?

28 investment adviser representatives are registered at firm offices in Old Saybrook, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 25 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Old Saybrook?

Ameriprise Financial Services, LLC, with 7 registered advisors in Old Saybrook, followed by Edward Jones with 3.

How do I check a financial advisor in Old Saybrook?

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.