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Financial ADVSR advisor directory · SEC adviser records

Independent Financial Partners financial advisors in Stamford, CT

Every SEC-registered investment adviser representative at a Independent Financial Partners office in Stamford, A to Z.

The short answer

5 registered advisors work at Independent Financial Partners in Stamford, out of 289 at the firm nationwide; it ranks number 28 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Independent Financial Partners advisors in Stamford, A to Z

Every Independent Financial Partners advisor →

Independent Financial Partners advisors in every city and state →Independent Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Independent Financial Partners advisors in other cities

Tampa, FL 82Jacksonville Beach, FL 6Edmond, OK 5Conshohocken, PA 4Crescent Springs, KY 4Hastings, NE 4Orlando, FL 4San Antonio, TX 4Schaumburg, IL 4Waukesha, WI 4Woodstock, GA 4Brentwood, TN 3Clearwater, FL 3Cocoa Beach, FL 3Fort Lauderdale, FL 3

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 Independent Financial Partners have in Stamford?

5 investment adviser representatives are registered at Independent Financial Partners offices in Stamford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 289 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Independent Financial Partners one of the largest advisor employers in Stamford?

Independent Financial Partners ranks number 28 in Stamford by registered advisors; Steward Partners Investment Advisory, LLC has the most, with 194.

How do I check a Independent Financial Partners 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 Independent Financial Partners 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.