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Financial ADVSR advisor directory · SEC adviser records

William Joseph Capital Management, Inc. financial advisors in Connecticut

Every SEC-registered investment adviser representative at a William Joseph Capital Management, Inc. office in Connecticut, by city and A to Z.

The short answer

10 registered advisors work at William Joseph Capital Management, Inc. in Connecticut, out of 24 nationwide; it's the firm's number 1 state by advisors, and the most are in Bristol (5). 1 list the CFP designation and 0 are also registered broker representatives.

William Joseph Capital Management, Inc. advisors by city in Connecticut

Every firm in Connecticut →

Bristol 5Bethel 1Noth Haven 1Somers 1Southington 1Woodstock 1

William Joseph Capital Management, Inc. advisors in Connecticut, A to Z

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William Joseph Capital Management, Inc. advisors in every state →William Joseph Capital Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

William Joseph Capital Management, Inc. in other states

New York 5

Questions

How many William Joseph Capital Management, Inc. financial advisors are in Connecticut?

10 investment adviser representatives are registered at William Joseph Capital Management, Inc. offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 24 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Connecticut does William Joseph Capital Management, Inc. have the most advisors?

Bristol, with 5, then Bethel (1). William Joseph Capital Management, Inc. has advisors in 6 cities in Connecticut.

How do I check a William Joseph Capital Management, Inc. 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 William Joseph Capital Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.