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Financial ADVSR advisor directory · SEC adviser records

Compass Wealth Management LLC financial advisors

Every SEC-registered investment adviser representative at Compass Wealth Management LLC, by the state and city of the office they work from.

6 registered advisors work at Compass Wealth Management LLC, in 1 state and 1 city; the most are in Guilford, CT (6). 1 list the CFP designation and 0 are also registered broker representatives.

Search every Compass Wealth Management LLC advisor by name →Who joined and left Compass Wealth Management LLC →Compass Wealth Management LLC: assets, clients and custodians →

Cities with the most Compass Wealth Management LLC advisors

Guilford, CT 6

Compass Wealth Management LLC advisors by state

Compass Wealth Management LLC in Connecticut 6

Guilford 6

Questions

How many financial advisors does Compass Wealth Management LLC have?

6 investment adviser representatives are registered with Compass Wealth Management LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does Compass Wealth Management LLC have the most advisors?

Guilford, CT, with 6 registered advisors. By state, Connecticut has the most, with 6.

How do I find a Compass Wealth Management LLC financial advisor near me?

Pick your state below, then your city, to see every Compass Wealth Management LLC advisor registered at an office there. Each one 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. An advisor registered at Compass Wealth Management LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →