Financial ADVSR advisor directory · SEC adviser records
Wealthspire Advisors financial advisors in West Hartford, CT
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in West Hartford, A to Z.
The short answer
6 registered advisors work at Wealthspire Advisors in West Hartford, out of 220 at the firm nationwide; it ranks number 18 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors in West Hartford, A to Z
Every Wealthspire Advisors advisor →- Marc E. AustinCertified Financial Planner
- Nicholas J. KapelewskiInvestment adviser rep
- Benjamin D. KilleCertified Financial Planner
- Amy B. MillerCertified Financial Planner
- Greta PankeInvestment adviser rep
- Benjamin J. SnedikerInvestment adviser rep
Wealthspire Advisors advisors in every city and state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Wealthspire Advisors payout grid vs. other firms →Advisor Moves: who changed firms this week →
Wealthspire Advisors advisors in other cities
New York, NY 59Potomac, MD 23Melville, NY 19San Rafael, CA 14Reston, VA 13Fulton, MD 10Madison, WI 10Delafield, WI 7Milwaukee, WI 7Annapolis, MD 5Boca Raton, FL 5Seattle, WA 5Beachwood, OH 4San Francisco, CA 4Chicago, IL 3
Other firms in West Hartford
All West Hartford advisors →Apella Wealth 55Strategic Advisers LLC 34Merrill Lynch, Pierce, Fenner & Smith Incorporated 29MML Investors Services, LLC 24Morgan Stanley 21Charles Schwab & Co., Inc. 17LPL Financial LLC 17Yhb Investment Advisors Inc. 16Raymond James & Associates, Inc. 13Janney Montgomery Scott LLC 12Commonwealth Financial Network 10Northwestern Mutual Investment Services, LLC 10
Questions
How many financial advisors does Wealthspire Advisors have in West Hartford?
6 investment adviser representatives are registered at Wealthspire Advisors offices in West Hartford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 220 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Wealthspire Advisors one of the largest advisor employers in West Hartford?
Wealthspire Advisors ranks number 18 in West Hartford by registered advisors; Apella Wealth has the most, with 55.
How do I check a Wealthspire Advisors advisor in West Hartford?
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 Wealthspire Advisors 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.