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Massimo Alessandro Eichner

YHB Investment Advisors Inc.

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About Massimo Alessandro Eichner

Massimo Alessandro Eichner is an Investment Advisor Representative at YHB Investment Advisors Inc. in West Hartford, CT. Massimo has been in the financial industry since 2016 and has been with YHB Investment Advisors Inc. since 2021. Massimo earned a Series 65 license by passing the Uniform Investment Adviser Law Examination in March 2023.

Firm Information

Massimo Eichner is currently registered with YHB Investment Advisors Inc.. YHB Investment Advisors Inc. is a registered investment advisor based in West Hartford, CT. They offer a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. With a focus on high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans, YHB Investment Advisors Inc. has over $1.74 billion in regulatory assets under management.
YHB Investment Advisors Inc.

29 SOUTH MAIN STREET

WEST HARTFORD, CT 06107-2417

$1.75B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participant account management

Participant account management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Massimo Eichner’s Registration & Firm History

CT

03/31/2023 - Present

YHB Investment Advisors Inc. (WEST HARTFORD CT)

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Licenses & Designations

IA

Issued 03/31/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Massimo Alessandro Eichner.
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