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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Waterbury, VT

Every SEC-registered investment adviser representative at a firm office in Waterbury, with the firms that employ the most of them.

The short answer

3 registered advisors work in Waterbury; the most are at Edward Jones (2). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Waterbury

FirmAdvisors in Waterbury
Edward Jones news2
Savvy1

Advisors in Waterbury, A to Z

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Other cities in Vermont

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Colchester 123Burlington 109South Burlington 72Montpelier 50Rutland 34Williston 31Barre 22Brattleboro 16Middlebury 14Manchester Center 13Shelburne 13Stowe 12Bennington 10Essex Junction 9Norwich 9Manchester 8Dorset 7Saint Johnsbury 6Lyndonville 5St Johnsbury 5St. Johnsbury 5White River Junction 5

Questions

How many financial advisors are in Waterbury, VT?

3 investment adviser representatives are registered at firm offices in Waterbury, Vermont, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Waterbury?

Edward Jones, with 2 registered advisors in Waterbury, followed by Savvy with 1.

How do I check a financial advisor in Waterbury?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.