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Savant Wealth Management financial advisors in Rhode Island
Every SEC-registered investment adviser representative at a Savant Wealth Management office in Rhode Island, by city and A to Z.
The short answer
6 registered advisors work at Savant Wealth Management in Rhode Island, out of 370 nationwide; it's the firm's number 7 state by advisors, and the most are in Middletown (6). 5 list the CFP designation and 0 are also registered broker representatives.
Savant Wealth Management advisors by city in Rhode Island
Every firm in Rhode Island →Savant Wealth Management advisors in Rhode Island, A to Z
Search by name →- Daniel G. CorriganMiddletown · Certified Financial Planner, Personal Financial Specialist
- Maxwell A. KhalfayanMiddletown · Certified Financial Planner
- Andrew J. ParsonsMiddletown · Certified Financial Planner
- Ralph T. SalvatoreMiddletown · Certified Financial Planner
- Brendan J. SoleckiMiddletown · Certified Financial Planner
- Christine M. WinslowMiddletown
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Savant Wealth Management in other states
Illinois 221Massachusetts 23Alabama 19Pennsylvania 16Wisconsin 14Minnesota 8California 5Florida 5Georgia 5Iowa 5Texas 5Virginia 5Delaware 4Maine 4Michigan 4North Carolina 4Oklahoma 4
Questions
How many Savant Wealth Management financial advisors are in Rhode Island?
6 investment adviser representatives are registered at Savant Wealth Management offices in Rhode Island, according to the SEC's Investment Adviser Public Disclosure records, out of 370 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Rhode Island does Savant Wealth Management have the most advisors?
Middletown, with 6. Savant Wealth Management has advisors in 1 city in Rhode Island.
How do I check a Savant Wealth Management advisor in Rhode Island?
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 Savant Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.