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Financial ADVSR advisor directory · SEC adviser records

Wardroom Partners financial advisors in Stamford, CT

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

The short answer

3 registered advisors work at Wardroom Partners in Stamford, out of 3 at the firm nationwide; it ranks number 39 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Wardroom Partners advisors in Stamford, A to Z

Every Wardroom Partners advisor →

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

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 Wardroom Partners have in Stamford?

3 investment adviser representatives are registered at Wardroom Partners offices in Stamford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Wardroom Partners one of the largest advisor employers in Stamford?

Wardroom Partners ranks number 39 in Stamford by registered advisors; Steward Partners Investment Advisory, LLC has the most, with 194.

How do I check a Wardroom 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 Wardroom 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.