Financial ADVSR advisor directory · SEC adviser records
Investmark Advisory Group LLC financial advisors in Shelton, CT
Every SEC-registered investment adviser representative at a Investmark Advisory Group LLC office in Shelton, A to Z.
The short answer
8 registered advisors work at Investmark Advisory Group LLC in Shelton, out of 11 at the firm nationwide; it ranks number 7 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.
Investmark Advisory Group LLC advisors in Shelton, A to Z
Every Investmark Advisory Group LLC advisor →- Jason T. ArenaInvestment adviser rep
- Drew N. BowmanAlso a broker rep
- Nicholas T. ChristieCertified Financial Planner · Also a broker rep
- Jay M. DiamondAlso a broker rep
- Nicholas GiammatteiCertified Financial Planner · Also a broker rep
- Robert P. IannazzoAlso a broker rep
- Michael C. KusickCertified Financial Planner · Also a broker rep
- Scott K. WilliamsInvestment adviser rep
Investmark Advisory Group LLC advisors in every city and state →Investmark Advisory Group LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Investmark Advisory Group LLC advisors in other cities
Other firms in Shelton
All Shelton advisors →MML Investors Services, LLC 81LPL Enterprise, LLC 29Procyon 26Commonwealth Financial Network 17Innovative Asset Advisors Group 12Ameriprise Financial Services, LLC 8LPL Financial LLC 7Stone Wall Money Management LLC 7Pentegra Investors, Inc. 6Centaurus Financial, Inc. 5Bridgelight Financial Advisors, Inc. 4Ganim Private Wealth 4
Questions
How many financial advisors does Investmark Advisory Group LLC have in Shelton?
8 investment adviser representatives are registered at Investmark Advisory Group LLC offices in Shelton, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.
Is Investmark Advisory Group LLC one of the largest advisor employers in Shelton?
Investmark Advisory Group LLC ranks number 7 in Shelton by registered advisors; MML Investors Services, LLC has the most, with 81.
How do I check a Investmark Advisory Group LLC advisor in Shelton?
Each advisor below links to a profile with their registrations, exams, designations 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 Investmark Advisory Group LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.