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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Orange, CT

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

9 registered advisors work in Orange; the most are at UBS Financial Services Inc. (2). 0 list the CFP designation and 8 are also registered broker representatives.

Firms with the most advisors in Orange

FirmAdvisors in Orange
UBS Financial Services Inc. news2
Eagle Strategies LLC1
J.P. Morgan Securities LLC news1
Key Investment Services LLC1
LPL Enterprise, LLC news1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Vision Wealth Advisory1

Advisors in Orange, A to Z

Search all of Connecticut →

Other cities in Connecticut

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Stamford 976Greenwich 659Glastonbury 429Westport 408West Hartford 374Fairfield 292New Haven 272Hartford 249Shelton 246Farmington 218Windsor 150Darien 145Guilford 114Madison 110Ridgefield 104Mystic 93Norwalk 93Danbury 80Milford 77New Canaan 76Southbury 76Avon 71North Haven 69Hamden 68

Questions

How many financial advisors are in Orange, CT?

9 investment adviser representatives are registered at firm offices in Orange, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Orange?

UBS Financial Services Inc., with 2 registered advisors in Orange, followed by Eagle Strategies LLC with 1.

How do I check a financial advisor in Orange?

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.