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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

STAMFORD, CT

experience

12 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Eduardo Martinez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Stamford, CT. Eduardo has been in the financial services industry since 2013 and has a Series 7 and Series 66 license. Eduardo holds registrations in Connecticut and Texas. Eduardo has experience with a variety of clients, including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Eduardo's specializations include fixed income, equity securities, mutual funds, and options.

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

State Farm VP Management Corp.

location

Middlefield, CT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Eduardo Llado Ibanez is a financial advisor with over 24 years of experience in the industry. Eduardo is registered with State Farm VP Management Corp. and holds licenses in Connecticut, Florida, Maine, New Hampshire and Vermont. Eduardo is also a Series 6 and Series 63 licensed professional and has passed the SIE exam. Eduardo is dedicated to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Citigroup Global Markets Inc.

location

GREENWICH, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Edvinas Inkrata is a financial advisor who has been in the industry since 2012. Currently, Edvinas is registered with Citigroup Global Markets Inc. Edvinas was previously employed with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Edvinas is licensed in Connecticut.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

AQR Investments, LLC

location

GREENWICH, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Edward Wallace Pyne is a financial professional with over 5 years of experience in the financial services industry. Edward is currently registered with AQR Investments, LLC in Greenwich, CT and holds a variety of licenses and registrations, including Series 3, 7, 24 and 63. Edward has previously been registered with ALPS Distributors, Inc.

SPECIALIZATIONS

No specializations listed.

Unclaimed

MML Investors Services, LLC | CFC ® (Certifications)

location

MADISON, CT

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Edward James Hopkins is a financial advisor with over 40 years of experience in the industry. Edward is registered with MML Investors Services, LLC and has a broad range of experience serving individual clients, corporations, and retirement plans. Edward's primary focus is providing investment advisory services and financial planning. He is also licensed to sell insurance and owns and operates a real estate business in addition to his role at MML Investors Services, LLC. Edward is active in his community and serves as a director on the board of the Connecticut Master Gardener Association. He is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

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

AMG Funds LLC | CFA ® (Certifications)

location

STAMFORD, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Edward Charles Hull is a financial advisor with AMG Funds LLC. He is based in Stamford, Connecticut and has been in the industry since August 9, 2000. Edward holds the Series 6, 7, 63 and SIE licenses. Edward is a Chartered Financial Analyst and has a specialization in Portfolio Management for Individuals, Portfolio Management for Investment Companies and Portfolio Management for Businesses. Edward has experience working in the financial services industry for over 20 years. His expertise allows him to offer investment advice to clients in various financial situations.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

UBS Financial Services Inc.

location

HARTFORD, CT

experience

23 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Edward Almy is a financial advisor who has been in the industry since 2002. Edward Almy is currently registered with UBS Financial Services Inc. and holds multiple licenses including Series 6, 7, 63, and 66. Edward Almy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, high-net-worth individuals, charitable organizations, insurance companies, and pension and profit sharing plans. Edward Almy has worked with clients in a variety of states, including Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.

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

Manor Private Capital, LLC

location

NORWALK, CT

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Edward Barry Cohen is a financial professional with over 40 years of experience in the industry. Edward Cohen has a Series 27, Series 63, Series 99TO, and SIE license. Edward Cohen is currently registered with Manor Private Capital, LLC, Newoak Capital Markets LLC, Philosmith Securities LLC, Forum Capital Securities LLC, Perth Advisors LLC, Stuart Portfolio Consultants, LP, and Monarch Capital Group, LLC. Prior to these roles, Edward Cohen held positions at ASCENDANT ALTERNATIVE STRATEGIES, LLC, WESTON FINANCIAL SERVICES LLC, AUGMENT SECURITIES INC., CQ SOLUTIONS, LLC, MCFARLAND DEWEY SECURITIES CO., LLC, KELLOGG PARTNERS INSTITUTIONAL SERVICES LLC, KELLOGG CAPITAL MARKETS, LLC, NYPPEX, LLC, MFI SECURITIES, L.P., BENEDETTO, GARTLAND & COMPANY, INC., CORRIDOR CAPITAL GROUP LLC, PALISADE CAPITAL SECURITIES, L.L.C., JASPER ASSOCIATES, LLC, LM ANDERSON SECURITIES, LLC, BLOCK ISLAND SECURITIES LLC, INTERACCIONES GLOBAL INC., HOLLISTER SECURITIES, INC., CATALYST TRADING LLC, MONARCH CAPITAL GROUP, LLC, GENESIS DAY TRADE, LLC, GLOBALNETSECURITIES CORP., P. SCHOENFELD ASSET MANAGEMENT LLC, KENSINGTON WELLS INCORPORATED, CRITERION SECURITIES INC., ABB AROS SECURITIES (U.S.) INC., STOVER HALEY BURNS, INC., MEESPIERSON INC., INTERACCIONES GLOBAL INC., BLAIR/MANFREDONIA LIMITED PARTNERSHIP, MADISON CHAPIN ASSOCS., INC., SGM SECURITIES, INC., and SINCLAIR SECURITIES COMPANY.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Dias, Edward J.

location

PUTNAM, CT

0 Disclosures

ADVISOR BIO

Edward J. Dias is an Investment Advisor Representative with Dias, Edward J., located in Putnam, CT. Edward J. Dias has been in the industry since 1993 and has a Series 6, 7, 63, and 65. Edward J. Dias has also been previously employed with other firms including Capitol Securities Management, Inc. and SII Investments, Inc. Edward J. Dias's firm specializes in portfolio management for individuals and pensions. Edward J. Dias's firm is also active in financial planning and educational seminars. The firm offers a variety of compensation arrangements, including fixed fees, hourly charges, and percentage of assets. The firm has 9 clients and assets under management of $0.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Unclaimed

Janney Montgomery Scott LLC

location

WEST HARTFORD, CT

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Edward Albert Manuel is an active investment advisor representative with Janney Montgomery Scott LLC. Edward Albert Manuel has been working in the financial services industry since 1986. Edward Albert Manuel currently works out of the firm's West Hartford, CT office. Prior to working at Janney Montgomery Scott LLC, Edward Albert Manuel was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, Advest, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, PaineWebber Incorporated, Fleet Brokerage Services, Inc., E. F. Hutton & Company Inc., and First Investors Corporation. Edward Albert Manuel holds Series 6, Series 7, Series 63, and Series 6TO licenses. Edward Albert Manuel is currently registered in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Iowa, Louisiana, Maine, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington and Wyoming.

SPECIALIZATIONS

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

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