Financial ADVSR advisor directory · SEC adviser records
Kreitler Financial LLC financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Kreitler Financial LLC office in Connecticut, by city and A to Z.
The short answer
4 registered advisors work at Kreitler Financial LLC in Connecticut, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in New Haven (4). 2 list the CFP designation and 0 are also registered broker representatives.
Kreitler Financial LLC advisors by city in Connecticut
Every firm in Connecticut →Kreitler Financial LLC advisors in Connecticut, A to Z
Search by name →- Charles F. KreitlerNew Haven · Certified Financial Planner
- Jacob W. NessNew Haven · Certified Financial Planner
- Dwayne M. TyrilNew Haven · Chartered Financial Analyst
- Alyse R. UzarskiNew Haven
Kreitler Financial LLC advisors in every state →Kreitler Financial LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Kreitler Financial LLC financial advisors are in Connecticut?
4 investment adviser representatives are registered at Kreitler Financial LLC offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Connecticut does Kreitler Financial LLC have the most advisors?
New Haven, with 4. Kreitler Financial LLC has advisors in 1 city in Connecticut.
How do I check a Kreitler Financial LLC 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 Kreitler Financial LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.