Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

ASL Capital Markets Inc.

location

STAMFORD, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Vinay Kini is a financial professional with over 10 years of experience in the industry. Vinay is currently registered with Asl Capital Markets Inc. and holds the Series 7, Series 63, Series 99TO, and SIE licenses. Vinay has previously been registered with UBS Securities LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Goldman Sachs & Co. LLC

location

NORWALK, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Vincent John Russo is a financial professional with over 20 years of experience in the industry. Vincent is currently registered with Goldman Sachs & Co. LLC and holds a Series 7, Series 7TO, Series 63, and SIE. Previously, Vincent worked at Sanford C. Bernstein & Co., LLC and Sanford C. Bernstein & Co., INC. Vincent provides financial planning, portfolio management for individuals and businesses, and education seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Janney Montgomery Scott LLC

location

Westbrook, CT

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Vincent Dominick Crudo is a financial advisor with over 30 years of experience in the industry. Vincent currently works at Janney Montgomery Scott LLC in Westbrook, Connecticut. Vincent has a broad range of experience working with individuals, families, corporations and charitable organizations. Vincent is registered with the state of Connecticut as an investment advisor representative and holds FINRA Series 7, 3, 31, and SIE licenses.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

GREENWICH, CT

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Fiorentino is a financial advisor who is registered with Wells Fargo Clearing Services, LLC. Vincent has been working in the financial industry since 1986. Vincent has been associated with Wells Fargo Clearing Services, LLC since 2020, but has also worked for other firms including UBS Financial Services Inc. and Citigroup Global Markets Inc. Vincent specializes in investment consulting services to institutional clients and offers financial planning, pension consulting, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Raymond James & Associates, Inc.

location

Greenwich, CT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Mallozzi is an investment professional with over two decades of experience in the financial industry. Vincent has a strong track record of providing investment advice and portfolio management services to a diverse clientele. He holds a Series 7, Series 63, and Series 65 licenses, and has held leadership positions at Deutsche Bank Securities Inc. and Citigroup Global Markets Inc. Currently, Vincent is an Investment Advisor Representative with Raymond James & Associates, Inc., where he provides a range of services including financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Aldwych Securities LLC

location

STAMFORD, CT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Calicchia is a financial professional with over 20 years of experience in the securities industry. Vincent is currently registered with Aldwych Securities LLC and is Series 79TO and SIE licensed. Vincent has been a registered representative since 2002. Previously Vincent held positions at B. Riley Securities, Inc., National Securities Corporation, and VFinance Investments, Inc. Vincent is also a licensed Series 24 and Series 63 holder.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Ameriprise Financial Services, LLC

location

Stratford, CT

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Vincent Gregory Atkins has been a registered representative in the financial services industry since 1997. Vincent is currently registered with Ameriprise Financial Services, LLC and has been active in the financial services industry for more than 25 years. Vincent has experience in providing financial advice to a variety of clients, including individuals, families, businesses, and trusts. Vincent holds several industry licenses, including the Series 7, Series 31, Series 63, and Series 65. Vincent has worked with clients in several states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

LPL Enterprise, LLC

location

SHELTON, CT

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Camera is a registered representative with LPL Enterprise, LLC. Vincent has been in the financial services industry for over 1 year. Vincent is licensed to sell securities in Connecticut. Vincent holds the Series 7TO, Series 66, and SIE licenses.

SPECIALIZATIONS

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

Interactive Brokers LLC

location

GREENWICH, CT

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Miranda is a financial professional who holds the Series 99TO and SIE exams. Vincent Miranda is registered with Interactive Brokers LLC, and has been in the industry since January 2024. Vincent Miranda is located in GREENWICH, CT.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WEST HARTFORD, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Thompson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Vincent has been in the industry since 2000 and has a strong track record of success. Vincent has held a number of roles at prominent financial institutions, including J.P. Morgan Institutional Investments Inc. and Crito Capital LLC. Vincent specializes in providing financial advice to individuals, families, and businesses.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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