Financial advisors in Riverside, CT

20 advisors

Mariano Henin
Financial advisor at Andrew Garrett, Inc.
Andrew Garrett, Inc. · $521.3M AUM
CFP®VerifiedFinancial planning
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Alfonso Giudici
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Anna Soave
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Charles Dear
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Damon Hart
Financial advisor at Baxter Investment Management
Baxter Investment Management · $1.17B AUM
VerifiedFinancial planning
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Danyal Ozizmir
Financial advisor at Little Point Capital, LLC
Little Point Capital, LLC · $37.1M AUM
Verified
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Donald Freeman
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Erick Roche
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Federico Rodriguez
Financial advisor at Silversea Capital, LLC
Silversea Capital, LLC
VerifiedFinancial planning
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Frances Newton
Financial advisor at Tuttle Capital Management, LLC
Tuttle Capital Management, LLC · $5.5B AUM
VerifiedFinancial planning
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Gregory Satriale
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Jonathan Urbina
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Matthew Tuttle
Financial advisor at Tuttle Capital Management, LLC
Tuttle Capital Management, LLC · $5.5B AUM
VerifiedFinancial planning
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Michael Liersch
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
VerifiedFinancial planning
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Michael Wray
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Robert Cannon
Financial advisor at Simplicity Wealth
Simplicity Wealth · $4.27B AUM
VerifiedFinancial planning
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Rowan Beaudoin-Friede
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Stuart Wechsler
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Sumit Kumar
Financial advisor at Stone Lake Wealth Management, LLC
Stone Lake Wealth Management, LLC · $63.5M AUM
VerifiedFinancial planning
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William Baxter
Financial advisor at Baxter Investment Management
Baxter Investment Management · $1.17B 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 Riverside, 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 Riverside, CT.

How this list works

Before you hire an advisor in Riverside, CT