Financial advisors in Wilton, CT

55 match · page 2 of 2

James Gravalis
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Jeffrey Shaw
Financial advisor at Round Rock Advisors LLC
Round Rock Advisors LLC · $906.7M AUM
VerifiedFinancial planning
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Joanne Gautrau
Financial advisor at Merit Financial Advisors
Merit Financial Advisors · $23.88B AUM
VerifiedFinancial planning
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Joshua Miller
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Kristian Linnet
Financial advisor at Jefferies Investment Advisers LLC
Jefferies Investment Advisers LLC · $5.15B AUM
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Lee Povinelli
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Lee Rawiszer
Financial advisor at Trivium Point Advisory, LLC
Trivium Point Advisory, LLC · $1.63B AUM
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Lori Price
Financial advisor at Merit Financial Advisors
Merit Financial Advisors · $23.88B AUM
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Lynda Kommel-Browne
Financial advisor at Round Rock Advisors LLC
Round Rock Advisors LLC · $906.7M AUM
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Michael Brewi
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Michael Cirone
Financial advisor at Trivium Point Advisory, LLC
Trivium Point Advisory, LLC · $1.63B AUM
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Michael D'angelis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Michael Faro
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Nicholas Zizzadoro
Financial advisor at Oaktrust Wealth Advisors, LLC
Oaktrust Wealth Advisors, LLC · $285M AUM
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Noah Littin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Paul Volpe
Financial advisor at Trivium Point Advisory, LLC
Trivium Point Advisory, LLC · $1.63B AUM
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Ronaldo Medalla
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Ryan Carrington
Financial advisor at Elysium Wealth Management, LLC
Elysium Wealth Management, LLC · $352.3M AUM
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Sammy Carrasquillo
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Scott Dynan
Financial advisor at Round Rock Advisors LLC
Round Rock Advisors LLC · $906.7M AUM
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Stephen Haeckel
Financial advisor at Trivium Point Advisory, LLC
Trivium Point Advisory, LLC · $1.63B AUM
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Thomas Higbie
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Thomas Papa
Financial advisor at Oaktrust Wealth Advisors, LLC
Oaktrust Wealth Advisors, LLC · $285M AUM
VerifiedFinancial planning
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Traci Saxon
Financial advisor at Trivium Point Advisory, LLC
Trivium Point Advisory, LLC · $1.63B AUM
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William Helmrich
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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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 Wilton, 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 Wilton, CT.

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Before you hire an advisor in Wilton, CT