Financial ADVSR advisor directory · SEC adviser records
Merit Financial Advisors financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Merit Financial Advisors office in Connecticut, by city and A to Z.
The short answer
4 registered advisors work at Merit Financial Advisors in Connecticut, out of 251 nationwide; it's the firm's number 20 state by advisors, and the most are in Rocky Hill (1). 2 list the CFP designation and 3 are also registered broker representatives.
Merit Financial Advisors advisors by city in Connecticut
Every firm in Connecticut →Merit Financial Advisors advisors in Connecticut, A to Z
Search by name →- Emily S. BoothroydWilton · Certified Financial Planner
- Joanne GautrauWilton
- Daryl J. LepageRocky Hill · Certified Financial Planner
- Lori R. PriceWilton
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Merit Financial Advisors in other states
Georgia 124Wisconsin 22Illinois 12Washington 11Pennsylvania 10Florida 9Texas 8Idaho 7Maryland 6Kansas 5North Carolina 5New York 5Oklahoma 5Montana 4California 3New Jersey 3Utah 3
Questions
How many Merit Financial Advisors financial advisors are in Connecticut?
4 investment adviser representatives are registered at Merit Financial Advisors offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 251 at the firm nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Where in Connecticut does Merit Financial Advisors have the most advisors?
Rocky Hill, with 1, then Wilton (1). Merit Financial Advisors has advisors in 2 cities in Connecticut.
How do I check a Merit Financial 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 Merit Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.