Financial advisors in Glastonbury, CT

314 match · page 1 of 11

Adam Login
Financial advisor at Gateway Wealth Partners, LLC
Gateway Wealth Partners, LLC · $2.28B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alejandro Gomez
Financial advisor at Rossmore Private Capital, LLC
Rossmore Private Capital, LLC · $1.92B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Aubrey
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Beau Tillinghast
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradford Kidney
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bria Comer
Financial advisor at Adviceone Advisory Services, LLC
Adviceone Advisory Services, LLC · $2.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Eberle
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Sheehan
Financial advisor at Rossmore Private Capital, LLC
Rossmore Private Capital, LLC · $1.92B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carlos Henriques
Financial advisor at Adviceone Advisory Services, LLC
Adviceone Advisory Services, LLC · $2.05B AUM
CFP®VerifiedFinancial planning
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Christian Fragoso
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Amon
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Champagne
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Danielle Francini
Financial advisor at Adviceone Advisory Services, LLC
Adviceone Advisory Services, LLC · $2.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Grimaldi
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
CFP®VerifiedFinancial planning
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David Torres-Onisto
Financial advisor at Top Private Wealth
Top Private Wealth · $106.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elisa Stark-Rifkin
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elvin Spaho
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Judge
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Powers
Financial advisor at Top Private Wealth
Top Private Wealth · $106.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Evan Gilchrest
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frank Zocco
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregg Maleri
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Newman
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Tyrrell
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Cowling
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Engler
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Snyder
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jessica Cafasso
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jordan Hickey
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Murphy
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Glastonbury, CT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Glastonbury, CT.

How this list works

Before you hire an advisor in Glastonbury, CT