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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Simsbury, CT

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

24 registered advisors work in Simsbury; the most are at Ameriprise Financial Services, LLC (5). 6 list the CFP designation and 22 are also registered broker representatives.

Firms with the most advisors in Simsbury

FirmAdvisors in Simsbury
Ameriprise Financial Services, LLC news5
Edward Jones news3
Strategic Advisers LLC3
Cetera Investment Advisers LLC news1
Commonwealth Financial Network news1
Gradient Advisors, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Missionsquare Retirement1
Raymond James Financial Services Advisors, Inc. news1
Rockefeller Financial LLC news1
State Farm Investment Management Corp.1
Td Private Client Wealth LLC1
Tiaa-Cref Individual & Institutional Services, LLC1
UBS Financial Services Inc. news1
Voya Retirement Advisors, LLC1
Wellspring Financial, LLC1

Advisors in Simsbury, A to Z

CFP advisors in Simsbury →

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 Simsbury, CT?

24 investment adviser representatives are registered at firm offices in Simsbury, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Simsbury?

Ameriprise Financial Services, LLC, with 5 registered advisors in Simsbury, followed by Edward Jones with 3.

How do I check a financial advisor in Simsbury?

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.