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Financial ADVSR advisor directory · SEC adviser records

Castlekeep Investment Advisors financial advisors in Connecticut

Every SEC-registered investment adviser representative at a Castlekeep Investment Advisors office in Connecticut, by city and A to Z.

The short answer

3 registered advisors work at Castlekeep Investment Advisors in Connecticut, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Westport (3). 0 list the CFP designation and 0 are also registered broker representatives.

Castlekeep Investment Advisors advisors by city in Connecticut

Every firm in Connecticut →

Westport 3

Castlekeep Investment Advisors advisors in Connecticut, A to Z

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Castlekeep Investment Advisors advisors in every state →Castlekeep Investment Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Castlekeep Investment Advisors financial advisors are in Connecticut?

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

Where in Connecticut does Castlekeep Investment Advisors have the most advisors?

Westport, with 3. Castlekeep Investment Advisors has advisors in 1 city in Connecticut.

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

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.