Financial ADVSR advisor directory · SEC adviser records
Savant Wealth Management financial advisors in Middletown, RI
Every SEC-registered investment adviser representative at a Savant Wealth Management office in Middletown, A to Z.
6 registered advisors work at Savant Wealth Management in Middletown, out of 383 at the firm nationwide; it ranks number 1 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Savant Wealth Management advisors in Middletown, A to Z
Every Savant Wealth Management advisor →- Daniel G. CorriganCertified Financial Planner, Personal Financial Specialist
- Maxwell A. KhalfayanCertified Financial Planner
- Andrew J. ParsonsCertified Financial Planner
- Ralph T. SalvatoreCertified Financial Planner
- Brendan J. SoleckiCertified Financial Planner
- Christine M. WinslowInvestment adviser rep
Savant Wealth Management advisors in every city and state →Savant Wealth Management: assets, clients and custodians →Savant news and advisor moves →Advisor Moves: who changed firms this week →
Savant Wealth Management advisors in other cities
Rockford, IL 198Lincolnshire, IL 14Middleton, WI 13Birmingham, AL 12Westwood, MA 11Atlanta, GA 10Huntersville, NC 8Lancaster, PA 8Manassas, VA 6St Paul, MN 6Oklahoma City, OK 5Austin, TX 4Cedar Rapids, IA 4Dover, DE 4South Portland, ME 4
Other firms in Middletown
All Middletown advisors →Questions
How many financial advisors does Savant Wealth Management have in Middletown?
6 investment adviser representatives are registered at Savant Wealth Management offices in Middletown, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records, out of 383 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Savant Wealth Management one of the largest advisor employers in Middletown?
Savant Wealth Management ranks number 1 in Middletown by registered advisors, ahead of LPL Financial LLC (4).
How do I check a Savant Wealth Management advisor in Middletown?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.