Financial ADVSR advisor directory · SEC adviser records
Wealthspire Advisors financial advisors in Westport, CT
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in Westport, A to Z.
The short answer
3 registered advisors work at Wealthspire Advisors in Westport, out of 220 at the firm nationwide; it ranks number 32 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors in Westport, A to Z
Every Wealthspire Advisors advisor →- Robert Gryboski Jr.Investment adviser rep
- Uliana G. MichaelisCertified Financial Planner
- Oliver PurscheInvestment 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 7West Hartford, CT 6Annapolis, MD 5Boca Raton, FL 5Seattle, WA 5Beachwood, OH 4San Francisco, CA 4
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 Wealthspire Advisors have in Westport?
3 investment adviser representatives are registered at Wealthspire Advisors offices in Westport, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 220 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Wealthspire Advisors one of the largest advisor employers in Westport?
Wealthspire Advisors ranks number 32 in Westport by registered advisors; Morgan Stanley has the most, with 68.
How do I check a Wealthspire 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 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.