Financial advisors in Newtown, CT

17 match

Bryan Roth
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Granucci
Financial advisor at Iron Path Wealth Management, Inc.
Iron Path Wealth Management, Inc. · $58M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luke Robichaud
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Noah Schwartz
Financial advisor at Magnolia Private Wealth, LLC
Magnolia Private Wealth, LLC · $272.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Nitz
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Donaldson
Financial advisor at Donaldson Financial Wellness Network, LLC
Donaldson Financial Wellness Network, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cary Kortze
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Colton Deleo
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 ↗
Dominick Santoro
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Imad Afiouni
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Kortze
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marianne Noyes Ryder
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Frascione
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Shohet
Financial advisor at Rls Financial Group, Inc.
Rls Financial Group, Inc. · $8.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ross Riskin
Financial advisor at Riskin Wealth Management, LLC
Riskin Wealth Management, LLC · $20.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Kingston
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vincent Mallon
Financial advisor at Ip Financial Advisory Services LLC
Ip Financial Advisory Services LLC · $481.4M 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 Newtown, 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 Newtown, CT.

How this list works

Before you hire an advisor in Newtown, CT