Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in Westport, CT
Every SEC-registered investment adviser representative at a Corient office in Westport, A to Z.
3 registered advisors work at Corient in Westport, out of 655 at the firm nationwide; it ranks number 25 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Corient advisors in Westport, A to Z
Every Corient advisor →- Elwood B. DavisInvestment adviser rep
- Scott G. PattenInvestment adviser rep
- Frank D. Rossetti Jr.Certified Financial Planner, Chartered Financial Analyst
Corient advisors in every city and state →Corient: assets, clients and custodians →Corient news and advisor moves →Advisor Moves: who changed firms this week →
Corient advisors in other cities
New York, NY 62Chicago, IL 59Dallas, TX 49Houston, TX 40San Diego, CA 29Boston, MA 28Seattle, WA 28Morristown, NJ 27Columbus, OH 22San Francisco, CA 22Itasca, IL 20Atlanta, GA 17Menlo Park, CA 17Newport Beach, CA 17Wayne, PA 17
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 Corient have in Westport?
3 investment adviser representatives are registered at Corient offices in Westport, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 655 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Corient one of the largest advisor employers in Westport?
Corient ranks number 25 in Westport by registered advisors; Morgan Stanley has the most, with 68.
How do I check a Corient 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 Corient 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.