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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Weston, CT

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

10 registered advisors work in Weston; the most are at Calm River Capital LLC (2). 1 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Weston

FirmAdvisors in Weston
Calm River Capital LLC2
Fleurus Investment Advisory, LLC1
Kccs Management Inc.1
LPL Financial LLC news1
MML Investors Services, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morgan Stanley news1
T. Rowe Price Associates, Inc.1
Triathlon Partners LLC1

Advisors in Weston, A to Z

CFP advisors in Weston →

Other cities in Connecticut

All of Connecticut →

Stamford 851Greenwich 629Westport 397Glastonbury 389West Hartford 353New Haven 277Fairfield 275Shelton 239Hartford 220Farmington 212Darien 137Windsor 132Guilford 103Madison 101Mystic 90Ridgefield 86Norwalk 82New Canaan 79Milford 73Southbury 73Danbury 71North Haven 69Hamden 62Wilton 59

Questions

How many financial advisors are in Weston, CT?

10 investment adviser representatives are registered at firm offices in Weston, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Weston?

Calm River Capital LLC, with 2 registered advisors in Weston, followed by Fleurus Investment Advisory, LLC with 1.

How do I check a financial advisor in Weston?

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.