Financial advisors in New Haven, CT

174 match · page 1 of 6

Bernadette Huang
Financial advisor at Equita Financial Network, Inc.
Equita Financial Network, Inc. · $391M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Obremski
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Kreitler
Financial advisor at Kreitler Financial LLC
Kreitler Financial LLC · $584.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Figuly
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dara Gibbs
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Van Osdol
Financial advisor at Smarter Way Wealth
Smarter Way Wealth
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Nappo
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Ness
Financial advisor at Kreitler Financial LLC
Kreitler Financial LLC · $584.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kathleen Smith
Financial advisor at Washington Trust Advisors
Washington Trust Advisors · $2.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kirk Knudsen
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lazetta Braxton
Financial advisor at The Real Wealth Coterie
The Real Wealth Coterie · $8.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Leo Connors
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Dipaola
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melanie Kregling
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert O'dea
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ronald Milone
Financial advisor at Heritage Capital, LLC
Heritage Capital, LLC · $146.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adelio Gallucci
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aidan Medvecky
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Bijanada
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Santacroce
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Alexandra Brinkerhoff
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Alexandra Forte
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alyse Uzarski
Financial advisor at Kreitler Financial LLC
Kreitler Financial LLC · $584.9M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda Boland
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Banks
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Boone
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anne Debowes
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Passarello
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Asa Cort
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brett Amendola
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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 New Haven, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in New Haven, CT.

How this list works

Before you hire an advisor in New Haven, CT