Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Woodbridge, CT
Every SEC-registered investment adviser representative at a firm office in Woodbridge, with the firms that employ the most of them.
18 registered advisors work in Woodbridge; the most are at Cambridge Investment Research Advisors, Inc. (3). 3 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Woodbridge
| Firm | Advisors in Woodbridge |
|---|---|
| Cambridge Investment Research Advisors, Inc. news | 3 |
| Ameriprise Financial Services, LLC news | 2 |
| LPL Financial LLC news | 2 |
| Mercer Global Advisors Inc. | 2 |
| Capital Analysts | 1 |
| Capital Trust And Associates LLC | 1 |
| Edward Jones news | 1 |
| Heritage Capital, LLC | 1 |
| Morgan Stanley news | 1 |
| Osaic Wealth, Inc. news | 1 |
| T. Rowe Price Associates, Inc. | 1 |
| Wealth Protection Management | 1 |
| Wharton Midmarket Investment Advisors Inc. | 1 |
Advisors in Woodbridge, A to Z
CFP advisors in Woodbridge →- Sonia CabanCambridge Investment Research Advisors, Inc.
- David S. ChorneyLPL Financial LLC
- Paul Harrigan IIWharton Midmarket Investment Advisors Inc.
- Steven J. KessesLPL Financial LLC
- Adam P. LeapleyMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- William S. LittleEdward Jones
- Gregory T. MarloweT. Rowe Price Associates, Inc.
- Donald A. Nemeth Jr.Capital Analysts
- William C. Prather IIIAmeriprise Financial Services, LLC
- Daniel RecaldeCambridge Investment Research Advisors, Inc.
- Roain L. SaundersMercer Global Advisors Inc. · Certified Financial Planner
- Paul B. SchatzHeritage Capital, LLC
- Laura A. SimonCapital Trust And Associates LLC
- Bennet T. ThonakkaraparayilMercer Global Advisors Inc. · Chartered Financial Analyst
- Glenn D. UflandAmeriprise Financial Services, LLC
- Lili A. VasileffWealth Protection Management · Certified Financial Planner
- Mauriel A. VegaCambridge Investment Research Advisors, Inc.
- Scott J. ZavatkayOsaic Wealth, Inc.
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 Woodbridge, CT?
18 investment adviser representatives are registered at firm offices in Woodbridge, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Woodbridge?
Cambridge Investment Research Advisors, Inc., with 3 registered advisors in Woodbridge, followed by Ameriprise Financial Services, LLC with 2.
How do I check a financial advisor in Woodbridge?
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.