Financial ADVSR advisor directory · SEC adviser records
Focus Partners Wealth, LLC financial advisors in Westport, CT
Every SEC-registered investment adviser representative at a Focus Partners Wealth, LLC office in Westport, A to Z.
The short answer
15 registered advisors work at Focus Partners Wealth, LLC in Westport, out of 952 at the firm nationwide; it ranks number 6 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Focus Partners Wealth, LLC advisors in Westport, A to Z
Every Focus Partners Wealth, LLC advisor →- Caroline E. AitoroInvestment adviser rep
- Sarah J. BeyrichChartered Financial Analyst
- Melissa A. CiotoliCertified Financial Planner
- Jeffrey G. DarienInvestment adviser rep
- Brenda Y. DelmoreInvestment adviser rep
- Justine FredericksInvestment adviser rep
- Peter A. KaradimasInvestment adviser rep
- Caroline B. KeenanInvestment adviser rep
- Karen S. LexowCertified Financial Planner
- Brian A. MarshallInvestment adviser rep
- Jeffrey M. MastriannaCertified Financial Planner
- Joseph B. McBrideInvestment adviser rep
- Joseph R. McBrideInvestment adviser rep
- Skyler H. SpitzInvestment adviser rep
- Steven UlbrichInvestment adviser rep
Focus Partners Wealth, LLC advisors in every city and state →Focus Partners Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Focus Partners Wealth, LLC advisors in other cities
St. Louis, MO 151Chicago, IL 53Atlanta, GA 32Boston, MA 30Deerfield, IL 27Scottsdale, AZ 22Clayton, MO 21Wellesley, MA 21Menlo Park, CA 19Nashville, TN 17Denver, CO 16Indianapolis, IN 15New York, NY 15Seattle, WA 15Pittsburg, PA 14
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 16LPL Financial LLC 11Ihs Herold Inc. 9Ameriprise Financial Services, LLC 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Third View Private Wealth 7Wells Fargo Advisors Financial Network, LLC 7
Questions
How many financial advisors does Focus Partners Wealth, LLC have in Westport?
15 investment adviser representatives are registered at Focus Partners Wealth, LLC offices in Westport, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 952 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Focus Partners Wealth, LLC one of the largest advisor employers in Westport?
Focus Partners Wealth, LLC ranks number 6 in Westport by registered advisors; Morgan Stanley has the most, with 68.
How do I check a Focus Partners Wealth, LLC 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 Focus Partners Wealth, 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.