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Financial ADVSR advisor directory · SEC adviser records

Castlekeep Investment Advisors financial advisors in Westport, CT

Every SEC-registered investment adviser representative at a Castlekeep Investment Advisors office in Westport, A to Z.

The short answer

3 registered advisors work at Castlekeep Investment Advisors in Westport, out of 3 at the firm nationwide; it ranks number 24 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Castlekeep Investment Advisors advisors in Westport, A to Z

Every Castlekeep Investment Advisors advisor →

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Other firms in Westport

All Westport advisors →

Morgan Stanley 68UBS Financial Services Inc. 42Wells Fargo Clearing Services, LLC 37RBC Capital Markets, LLC 17Coastal Bridge Advisors 16Focus Partners Wealth, LLC 15LPL Financial LLC 11Ihs Herold Inc. 9Ameriprise Financial Services, LLC 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Third View Private Wealth 7

Questions

How many financial advisors does Castlekeep Investment Advisors have in Westport?

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

Is Castlekeep Investment Advisors one of the largest advisor employers in Westport?

Castlekeep Investment Advisors ranks number 24 in Westport by registered advisors; Morgan Stanley has the most, with 68.

How do I check a Castlekeep Investment Advisors advisor in Westport?

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 Castlekeep Investment 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.