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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Janney Montgomery Scott LLC

location

WEST HARTFORD, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Troy Gerard Russillo is an investment advisor representative at Janney Montgomery Scott LLC. Troy has been in the financial services industry since 2016. Troy holds the Series 6, Series 7, and Series 63 licenses and the SIE certification. Troy has experience working with clients including individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Troy is registered in 53 states, including Alabama, Alaska, Arizona, and Arkansas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Institutions, Inc.

location

MERIDEN, CT

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Troy Tannenholz is a financial advisor with over 10 years of experience in the industry. Troy is currently registered with Osaic Institutions, Inc. and offers financial planning services. Troy has previously worked for INVEST FINANCIAL CORPORATION, INVESTMENT CENTERS OF AMERICA, INC., NATIONAL PLANNING CORPORATION, SII INVESTMENTS, INC., JACKSON NATIONAL LIFE DISTRIBUTORS LLC, and NATIONAL PLANNING CORPORATION. Troy is licensed in California, Colorado and is also registered with the state of Colorado as an Investment Advisor Representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Farmington, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Troy William Ochoa is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Troy has been in the financial services industry since 2010. Troy has registrations in multiple states and has passed the Series 7TO, Series 66, and SIE exams. Troy's main office is located in Farmington, CT.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

LPL Enterprise, LLC

location

Glastonbury, CT

0 Disclosures

ADVISOR BIO

Trystan Randazzo is a financial advisor associated with LPL Enterprise, LLC. Trystan has been in the industry since 2024. Trystan is currently registered with the state of Connecticut and New Jersey. Trystan specializes in several areas including asset allocation, retirement planning, insurance, and mutual funds.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

TAM Capital Management Inc.

location

STAMFORD, CT

0 Disclosures

ADVISOR BIO

Tsemach Mishal is an investment advisor representative registered with Tam Capital Management Inc. in Stamford, CT. Tsemach is a Series 65 licensed individual with a focus on providing portfolio management for individuals and businesses.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Stamford, CT

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Tsuyoshi Togo is a financial advisor in Stamford, CT, working for Tncp, LLC. Tsuyoshi has been in the industry since 2003. Tsuyoshi is registered with FINRA and the state of Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

RBC Capital Markets, LLC

location

HARTFORD, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Tsvetelina Dean is a financial advisor with RBC Capital Markets, LLC. Tsvetelina Dean is registered as a Registered Representative in Connecticut and Texas. Tsvetelina Dean has worked in the financial industry since January 16, 2023. Tsvetelina Dean has passed the Uniform Combined State Law Examination, General Securities Representative Examination, and the Securities Industry Essentials Examination. Tsvetelina Dean is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered as an Investment Advisor Representative (IAR) in Connecticut and Texas. Tsvetelina Dean is licensed to offer a wide range of financial services to individuals and institutions, including financial planning, portfolio management, and pension consulting. Tsvetelina Dean can provide financial advice on various topics, such as retirement planning, investment management, and estate planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Colliers Securities LLC

location

Stamford, CT

0 Disclosures

ADVISOR BIO

Tura Ventola franch is a registered representative at Colliers Securities LLC. Tura is a licensed securities professional who works to assist clients with their investment needs. Tura joined Colliers Securities LLC in August 2024. Tura is located in Stamford, Connecticut, and has passed the General Securities Representative Examination and the Securities Industry Essentials Examination.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Knights OF Columbus Asset Advisors LLC

location

New Haven, CT

0 Disclosures

ADVISOR BIO

Ty Selinske is an Investment Advisor Representative at Knights of Columbus Asset Advisors LLC. Ty is registered with the state of Connecticut and is approved to provide investment advice services in all 50 states and the District of Columbia. Ty has been working in the financial services industry since 2020 and has a strong background in providing investment advisory services to a wide range of clients, including individuals, businesses, investment companies, and pooled investment vehicles. Ty is a highly skilled and experienced investment advisor who is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Morgan Stanley

location

Stamford, CT

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Park is a financial advisor who has been in the industry since January 29, 2024. Tyler is registered with Morgan Stanley in Connecticut and Texas as a broker-dealer and investment advisor representative. Tyler has a Series 7TO, Series 66, and SIE license. Tyler provides financial planning, portfolio management for individuals, businesses, and investment companies, pension consulting, selection of other advisors, and asset allocation advice. Tyler is licensed in over 45 states as a broker-dealer.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
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