Years of Experience
5-20+ Years
NORWALK, CT
29 Years Experience
0 Disclosures
ADVISOR BIO
Seth Ira Braunstein is a financial advisor who has been working in the industry since 1996. He is currently registered with Dowling & Partners Securities LLC. Seth has passed several industry exams including the Series 7, Series 24, and Series 63 exams. Previously, Seth Ira Braunstein was registered with several other firms, including Ehrenkrantz King Nussbaum, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Seth Ira Braunstein holds an active registration in Connecticut.
SPECIALIZATIONS
No specializations listed.
STAMFORD, CT
16 Years Experience
0 Disclosures
ADVISOR BIO
Seth Thedford Toney is a registered investment advisor associated with UBS Asset Management (us) Inc. located in Stamford, Connecticut. Seth has over 20 years of experience in the financial services industry and holds a variety of licenses including Series 3, 7, and 63. He has been with UBS since 2013. Seth's commitment to providing comprehensive financial guidance and investment strategies has earned him a reputation for excellence.
SPECIALIZATIONS
No specializations listed.
WESTPORT, CT
0 Disclosures
ADVISOR BIO
Seth Tutlis is an Investment Advisor Representative at Seneca Wealth Advisors, LLC located in Westport, CT. Seth has been in the financial services industry for over 22 years. Seth holds a Series 3, Series 7, and Series 63 license. Seth is a Chartered Financial Analyst and specializes in providing financial planning and portfolio management services to individuals. In addition to his work at Seneca Wealth Advisors, LLC, Seth is also Chairman of Seneca Financial Partners, LLC, an accounting firm.
SPECIALIZATIONS
West Hartford, CT
8 Years Experience
0 Disclosures
ADVISOR BIO
Seth Griffin Moran is an active investment advisor representative with Morgan Stanley, registered in 47 states and 2 districts. Seth holds Series 7, SIE and Series 66 licenses. Seth has been in the industry since December 14, 2017. The Morgan Stanley branch office that Seth is associated with is located in West Hartford, CT.
SPECIALIZATIONS
NEW LONDON, CT
26 Years Experience
2 Disclosures
ADVISOR BIO
Seth Christopher Adams is a financial advisor who has been in the industry since 1999. He is currently registered with UBS Financial Services Inc. in New London, CT. Seth has held prior positions with Morgan Stanley and Merrill Lynch. Seth's specializations include securities, commodities, futures, options, and investment advisory services. He has a strong background in financial planning and portfolio management.
SPECIALIZATIONS
Greenwich, CT
0 Disclosures
ADVISOR BIO
Seth Appel is a registered Investment Advisor Representative with Kovitz Investment Group Partners, LLC. Seth holds the designation of Chartered Financial Analyst. Seth has experience in the industry since July 1997 and has been with the current firm since June 2024. Seth has had several other roles in the industry including positions at Wexford Capital, Unicus Research, NorthCoast Asset Management and Independent Consultant. Seth focuses on investment advisory services for high-net-worth individuals, corporations, trusts, and other entities. The firm also provides various advisory services such as portfolio management, financial planning, and other related services.
SPECIALIZATIONS
NORWALK, CT
2 Years Experience
0 Disclosures
ADVISOR BIO
Shaanan Ethan Domschine is a registered representative with Goldman Sachs & Co. LLC. Shaanan has been in the financial industry since 2023 and specializes in providing financial advice to a wide range of clients. Shaanan is currently licensed in all 50 states and the District of Columbia.
SPECIALIZATIONS
Hartford, CT
1 Years Experience
0 Disclosures
ADVISOR BIO
Shade Hewitt is a financial professional associated with Northwestern Mutual Investment Services, LLC. Shade holds a Series 63 license and a Series 6TO license in Connecticut. Shade has been in the industry since May 10, 2024.
SPECIALIZATIONS
WINDSOR, CT
5 Years Experience
0 Disclosures
ADVISOR BIO
Shahroze Khan is a financial advisor with Voya Financial Partners, LLC in Windsor, CT. Shahroze has been in the industry since 2020 and is licensed to sell securities in Virginia. Shahroze's previous experience includes working at Mutual of America Securities LLC, Mutual of America Life Insurance Company, and T. Rowe Price Investment Services, Inc. Shahroze holds the Series 63, Series 6TO, and SIE licenses.
SPECIALIZATIONS
No specializations listed.
DANBURY, CT
7 Years Experience
0 Disclosures
ADVISOR BIO
Shailyn Rodriguez-espinal is a registered representative with J.P. Morgan Securities LLC. Shailyn is licensed in Connecticut, Nevada, New Jersey and New York. Rodriguez-espinal holds the Series 6, Series 63 and SIE licenses. Shailyn is a financial professional with over 5 years of experience in the industry and specializes in providing financial advice to clients.
SPECIALIZATIONS
