Financial advisors in Milford, CT

79 advisors · page 2 of 3

Eliana Sanchez
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Eric Passeri
Financial advisor at Coastal Bridge Advisors
Coastal Bridge Advisors · $5.02B AUM
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Gray Peckham
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
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Gregory Geloso
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Isabella Pilato
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jacquelyn Smith
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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James Betzig
Financial advisor at Coastal Bridge Advisors
Coastal Bridge Advisors · $5.02B AUM
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James Czajkowski
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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James Jessup
Financial advisor at Virtus Investment Advisers, LLC
Virtus Investment Advisers, LLC · $51.74B AUM
Verified
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Jana L'etoile
Financial advisor at Coastal Bridge Advisors
Coastal Bridge Advisors · $5.02B AUM
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Jeffrey Candelora
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Jennifer Cimilluca
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Jessica Myers
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Jessie Morotto
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jill Lanese
Financial advisor at Connecticut Capital Management Group, LLC
Connecticut Capital Management Group, LLC · $253.9M AUM
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John Ashelford
Financial advisor at Td Private Client Wealth LLC
Td Private Client Wealth LLC · $8.57B AUM
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John Huber
Financial advisor at Prime Capital Financial
Prime Capital Financial · $39.14B AUM
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John Kuehnle
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
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Jordan Marino
Financial advisor at Connecticut Capital Management Group, LLC
Connecticut Capital Management Group, LLC · $253.9M AUM
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Joseph Norvish
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Joseph Rahtelli
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Joseph Romano
Financial advisor at Coastal Bridge Advisors
Coastal Bridge Advisors · $5.02B AUM
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Julian Falcioni
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Kevin Linn
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Lisa Valerio
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Marc Agresti
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Mark Tutino
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Matthew Barr
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Melissa Morley
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Michelle Castellucci
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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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 Milford, 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 Milford, CT.

How this list works

Before you hire an advisor in Milford, CT