Tuesday, October 27, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Clients may value certifications more than they understand themIN Advisor optimism on organic growth clashes with reality: SEIWM Echelon: PE-Backed Buyers' Deal Volume Dips as RIA M&A Stays StrongFP Why upcoming IRS rollover guidance is likely to disappoint advisorsWM Anthropic Expands Claude Advisor ToolWM Jump Expands Claude Integration With New Advisor SkillsWM $1.1B Georgia Team Leaves Raymond James for IndependenceIN Jailed Florida broker, facing sexual battery charge, ghosts FINRAWM Why Access, Not Appetite, Is Holding Advisors Back in AlternativesIN Schwab IMPACT 2026 set to kick off in Boston

Financial ADVSR advisor directory · SEC adviser records

Innovative Wealth Management financial advisors in Trumbull, CT

Every SEC-registered investment adviser representative at a Innovative Wealth Management office in Trumbull, A to Z.

The short answer

3 registered advisors work at Innovative Wealth Management in Trumbull, out of 4 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Innovative Wealth Management advisors in Trumbull, A to Z

Every Innovative Wealth Management advisor →

Innovative Wealth Management advisors in every city and state →Advisor Moves: who changed firms this week →

Innovative Wealth Management advisors in other cities

Chester Springs, PA 1

Other firms in Trumbull

All Trumbull advisors →

LPL Financial LLC 5Strategic Advisers LLC 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 3

Questions

How many financial advisors does Innovative Wealth Management have in Trumbull?

3 investment adviser representatives are registered at Innovative Wealth Management offices in Trumbull, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Innovative Wealth Management one of the largest advisor employers in Trumbull?

Innovative Wealth Management ranks number 3 in Trumbull by registered advisors; LPL Financial LLC has the most, with 5.

How do I check a Innovative Wealth Management advisor in Trumbull?

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 Innovative Wealth Management 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.