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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Trumbull, CT

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

29 registered advisors work in Trumbull; the most are at LPL Financial LLC (4). 0 list the CFP designation and 22 are also registered broker representatives.

Firms with the most advisors in Trumbull

FirmAdvisors in Trumbull
LPL Financial LLC news4
Strategic Advisers LLC3
Ameritas Advisory Services, LLC2
Cetera Investment Advisers LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Sladek & Witek, LLP2
Blackrock Investment Management, LLC1
Edward Jones news1
Empower Advisory Group, LLC1
Envestnet Pmc news1
Fao Wealth Inc.1
Gradient Advisors, LLC1
Innovative Wealth Management1
J.P. Morgan Securities LLC news1
LPL Enterprise, LLC news1
Northwestern Mutual Investment Services, LLC1
Osaic Wealth, Inc. news1
Pgim Investments LLC1
Tiaa-Cref Individual & Institutional Services, LLC1
Transamerica Financial Advisors, LLC1

Advisors in Trumbull, A to Z

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Other cities in Connecticut

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Stamford 976Greenwich 659Glastonbury 429Westport 408West Hartford 374Fairfield 292New Haven 272Hartford 249Shelton 246Farmington 218Windsor 150Darien 145Guilford 114Madison 110Ridgefield 104Mystic 93Norwalk 93Danbury 80Milford 77New Canaan 76Southbury 76Avon 71North Haven 69Hamden 68

Questions

How many financial advisors are in Trumbull, CT?

29 investment adviser representatives are registered at firm offices in Trumbull, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Trumbull?

LPL Financial LLC, with 4 registered advisors in Trumbull, followed by Strategic Advisers LLC with 3.

How do I check a financial advisor in Trumbull?

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.