Financial ADVSR advisor directory · SEC adviser records
Carnegie Investment Counsel financial advisors in Stamford, CT
Every SEC-registered investment adviser representative at a Carnegie Investment Counsel office in Stamford, A to Z.
The short answer
4 registered advisors work at Carnegie Investment Counsel in Stamford, out of 35 at the firm nationwide; it ranks number 30 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Carnegie Investment Counsel advisors in Stamford, A to Z
Every Carnegie Investment Counsel advisor →- Alison J. HamiltonCertified Financial Planner
- John J. Knox IIIChartered Financial Analyst
- Lynn R. NajmanCertified Financial Planner
- Alejandro M. VelazquezCertified Financial Planner
Carnegie Investment Counsel advisors in every city and state →Carnegie Investment Counsel: assets, clients and custodians →Advisor Moves: who changed firms this week →
Carnegie Investment Counsel advisors in other cities
Pepper Pike, OH 22Cleveland, OH 3Los Angeles, CA 3Canonsburg, PA 2Fort Meyers, FL 1
Other firms in Stamford
All Stamford advisors →Steward Partners Investment Advisory, LLC 194Merrill Lynch, Pierce, Fenner & Smith Incorporated 111New Edge Wealth 87Morgan Stanley 59O'Shaughnessy Asset Management, LLC 55UBS Financial Services Inc. 45MML Investors Services, LLC 24Oppenheimer & Co. Inc. 24Equitable Advisors, LLC 21Strategic Advisers LLC 19Charles Schwab & Co., Inc. 18RBC Capital Markets, LLC 17
Questions
How many financial advisors does Carnegie Investment Counsel have in Stamford?
4 investment adviser representatives are registered at Carnegie Investment Counsel offices in Stamford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 35 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Carnegie Investment Counsel one of the largest advisor employers in Stamford?
Carnegie Investment Counsel ranks number 30 in Stamford by registered advisors; Steward Partners Investment Advisory, LLC has the most, with 194.
How do I check a Carnegie Investment Counsel advisor in Stamford?
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 Carnegie Investment Counsel 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.