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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Westbury Group LLC

location

WESTPORT, CT

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Bryan MacDonald is a financial professional with over 20 years of experience in the industry. Bryan is currently registered with Westbury Group LLC, a firm that specializes in providing financial services to individuals and families. Prior to his current role, Bryan was associated with Benedetto, Gartland & Company, Inc. and Saugatuck Securities, Inc. Bryan holds several licenses and designations, including Series 7, 6, 24, 63, 79, 99, and SIE. Bryan is registered in Connecticut, Florida, Georgia, New Jersey, New York, Texas and Virginia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Bryan McMorrow is a financial professional at Voya Financial Partners, LLC. Bryan has been in the financial services industry since October 4, 2017. Bryan is a Series 6 and SIE licensed representative, and is registered with FINRA and the state of Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

William Joseph Capital Management, Inc. | CFP ® (Certifications)

location

BRISTOL, CT

0 Disclosures

ADVISOR BIO

Bryan J. Ricci is a financial advisor with William Joseph Capital Management, Inc. Bryan has been a Registered Investment Advisor (RIA) since August 2015. Bryan is also a Certified Financial Planner. Bryan has over 20 years of experience in the financial industry and has been working with clients since 1999. Bryan specializes in providing financial planning, life and long term care insurance analysis, consulting, and insurance sales.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

HARTFORD, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Bryant Gregory Shirreffs is a financial advisor with UBS Financial Services Inc., registered in both Connecticut and Texas. Bryant has over 5 years of experience in the financial services industry and holds Series 66, Series 7, and SIE licenses. In addition to their work at UBS Financial Services Inc., Bryant is also a Partner at Five-Star Quarterbacks, a sports and leisure facility providing private training to quarterbacks. Bryant's specializations include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Educational Seminars, Publication of Periodicals, and Pension Consulting.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

SHELTON, CT

0 Disclosures

ADVISOR BIO

Bryant Recker is an Investment Advisor Representative at MML Investors Services, LLC. Bryant has a Series 7TO and SIE registration. Bryant has been in the industry for 1 year. Bryant is based in Shelton, CT. Bryant is also a Soccer and Rocket League Coach. Bryant has experience in Insurance sales.

SPECIALIZATIONS

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

Northwestern Mutual Investment Services, LLC

location

New Haven, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Bryant Wesley George is a registered representative with Northwestern Mutual Investment Services, LLC. Bryant has been in the securities industry since December 3, 2013. Bryant is licensed in Connecticut, Florida, New Jersey, New York, North Carolina and Texas. Bryant holds a Series 6, Series 63 and Series 7TO securities licenses. Bryant is located in New Haven, CT, at 555 Long Wharf Dr.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed
location

West Hartford, CT

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bryce Metzger is an active investment advisor representative (IAR) and registered representative (RR). Bryce is currently registered with Morgan Stanley in West Hartford, CT. Previously, Bryce was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in LA JOLLA, CA. Bryce holds a Series 66, SIE, and Series 7 license. Bryce has been in the industry since December 2016. Bryce is registered with the following states: California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maine, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia, and Wyoming.

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
ASSET ALLOCATION ADVICE
Unclaimed
location

West Hartford, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Bryce Castellone is a registered representative with Morgan Stanley. Bryce has been in the financial services industry since August 4, 2021. Bryce has a Series 66 license and is registered in 53 states. Bryce specializes in asset allocation, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

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
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

STAMFORD, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Bryce Johnstone is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the Stamford, Connecticut office. Bryce has been in the financial services industry since August 2016. Bryce previously worked at BOFA SECURITIES, INC., and before that at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Bryce holds the Series 66, SIE and Series 7 licenses. Bryce is registered in Connecticut and Texas.

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
Unclaimed

MML Investors Services, LLC | CFP ® (Certifications)

location

STAMFORD, CT

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Bryn Doyle is a financial advisor currently registered with MML Investors Services, LLC, in Stamford, CT. Bryn Doyle has over 14 years of experience in the financial services industry. Bryn Doyle holds the Series 66, Series 7, and SIE licenses. Bryn Doyle is also a Certified Financial Planner. Prior to joining MML Investors Services, LLC, Bryn Doyle was registered with MSI FINANCIAL SERVICES, INC. and AXA ADVISORS, LLC. Bryn Doyle provides financial advice to individuals, corporations, trusts, foundations, endowments, insurance companies, charitable organizations, and pension and profit-sharing plans. Bryn Doyle's current employment with MML Investors Services, LLC started in March 2017.

SPECIALIZATIONS

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

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