Financial ADVSR advisor directory · SEC adviser records
Wealthspire Advisors financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in Connecticut, by city and A to Z.
9 registered advisors work at Wealthspire Advisors in Connecticut, out of 220 nationwide; it's the firm's number 7 state by advisors, and the most are in West Hartford (6). 4 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors by city in Connecticut
Every firm in Connecticut →Wealthspire Advisors advisors in Connecticut, A to Z
Search by name →- Marc E. AustinWest Hartford · Certified Financial Planner
- Robert Gryboski Jr.Westport
- Nicholas J. KapelewskiWest Hartford
- Benjamin D. KilleWest Hartford · Certified Financial Planner
- Uliana G. MichaelisWestport · Certified Financial Planner
- Amy B. MillerWest Hartford · Certified Financial Planner
- Greta PankeWest Hartford
- Oliver PurscheWestport
- Benjamin J. SnedikerWest Hartford
Wealthspire Advisors advisors in every state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Advisor Moves: who changed firms this week →
Wealthspire Advisors in other states
New York 78Maryland 41Wisconsin 26California 19Virginia 16Florida 11Ohio 5Washington 5Illinois 4
Questions
How many Wealthspire Advisors financial advisors are in Connecticut?
9 investment adviser representatives are registered at Wealthspire Advisors offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 220 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Connecticut does Wealthspire Advisors have the most advisors?
West Hartford, with 6, then Westport (3). Wealthspire Advisors has advisors in 2 cities in Connecticut.
How do I check a Wealthspire 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 Wealthspire Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.