Financial advisors in New Haven, CT

282 advisors · page 4 of 10

Drescott Thompson
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Dwain Dungen
Financial advisor at Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors LLC · $30.51B AUM
Verified
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Dwayne Tyril
Financial advisor at Kreitler Financial LLC
Kreitler Financial LLC · $584.9M AUM
VerifiedFinancial planning
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Dwight Heikkila
Financial advisor at Oneamerica Securities, Inc.
Oneamerica Securities, Inc. · $306.1M AUM
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Edward Lamanna
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Edward Lovejoy
Financial advisor at Ladd Capital Management LLC
Ladd Capital Management LLC · $176.6M AUM
Verified
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Edward Schwieterman
Financial advisor at Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors LLC · $30.51B AUM
Verified
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Egzon Dauti
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Elizabeth Crume
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Elizabeth Jones
Financial advisor at Blakely Harbor Advisors, LLC
Blakely Harbor Advisors, LLC · $68.9M AUM
Verified
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Erik Holton
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Erik Scaranuzzo
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Ernest Asprelli
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Fabian Yaklin
Financial advisor at Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors LLC · $30.51B AUM
Verified
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Fay Sheppard
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Fernando Rosa
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Francois Couprie
Financial advisor at Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors LLC · $30.51B AUM
Verified
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Frank Colarusso
Financial advisor at Cedar Lane Advisors, LLC
Cedar Lane Advisors, LLC
VerifiedFinancial planning
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Frederick Booth
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Frederick Condit
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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George Simmons
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Gerald Hollmann
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Giancarlo Manzone
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Gilles Marchand
Financial advisor at Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors LLC · $30.51B AUM
Verified
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Gregory Nappo
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
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Guillermo Torres
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Hannah Hutchison
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Hannah Jensen
Financial advisor at Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors LLC · $30.51B AUM
Verified
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Isaiah Hernandez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Isaiah Swanson
Financial advisor at Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors LLC · $30.51B AUM
Verified
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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 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.

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Financial advisors in New Haven, CT.

How this list works

Before you hire an advisor in New Haven, CT