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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Compass Rose Strategic Partners LLC financial advisors in Waterford, CT

Every SEC-registered investment adviser representative at a Compass Rose Strategic Partners LLC office in Waterford, A to Z.

The short answer

3 registered advisors work at Compass Rose Strategic Partners LLC in Waterford, out of 3 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.

Compass Rose Strategic Partners LLC advisors in Waterford, A to Z

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Other firms in Waterford

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MML Investors Services, LLC 3

Questions

How many financial advisors does Compass Rose Strategic Partners LLC have in Waterford?

3 investment adviser representatives are registered at Compass Rose Strategic Partners LLC offices in Waterford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Is Compass Rose Strategic Partners LLC one of the largest advisor employers in Waterford?

Compass Rose Strategic Partners LLC ranks number 1 in Waterford by registered advisors, ahead of MML Investors Services, LLC (3).

How do I check a Compass Rose Strategic Partners LLC advisor in Waterford?

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 Compass Rose Strategic Partners LLC 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.