Financial advisors in Stamford, CT

1,005 advisors · page 4 of 34

Stefan Greenberg
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Stephanie Fernandes
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Stephen Blackwell
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Stephen Calder
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Taryn Bertetto
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Terry Estes
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Thomas Doerfler
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Thomas Henske
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Timothy Burklow
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Timothy Ressler
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Tobe Reed
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Travis Munro
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Whitney Bullard
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
CFP®VerifiedFinancial planning
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William Bishop
Financial advisor at Alliancebernstein L.p.
Alliancebernstein L.p. · $763.4B AUM
CFP®VerifiedFinancial planning
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William Lewis
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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William Sidari
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Wistar Holt
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Yanbin Linsim
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Zachary Calder
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Aaron Ewert
Financial advisor at Tweedy, Browne Company LLC
Tweedy, Browne Company LLC · $7.13B AUM
Verified
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Aaron Kennon
Financial advisor at Clear Harbor Asset Management, LLC
Clear Harbor Asset Management, LLC · $2.05B AUM
VerifiedFinancial planning
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Aaron Liberman
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
VerifiedFinancial planning
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Aaron Redmond
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Aaron Zises
Financial advisor at New Edge Wealth
New Edge Wealth · $19.93B AUM
VerifiedFinancial planning
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Abbe Large
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Abbey Duncan
Financial advisor at O'shaughnessy Asset Management, LLC
O'shaughnessy Asset Management, LLC · $19.78B AUM
Verified
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Adam Costantini
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Adam Morton
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Adam Perlaky
Financial advisor at Integrated Advisors Network LLC
Integrated Advisors Network LLC · $5.52B AUM
VerifiedFinancial planning
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Adam Shaw
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B 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 Stamford, 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 Stamford, CT.

How this list works

Before you hire an advisor in Stamford, CT