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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Citi Private Alternatives, LLC

location

Stamford, CT

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Eleinny Lizardo Fontanez is a financial advisor with over 12 years of experience in the industry. Eleinny is currently registered with Citi Private Alternatives, LLC and Citigroup Global Markets Inc. in Stamford, CT. Eleinny holds a Series 7, Series 31, Series 63 and SIE licenses. Eleinny has previously been registered with J.P. MORGAN SECURITIES LLC in New York, NY. Eleinny is a dedicated advisor working to help clients reach their financial goals.

SPECIALIZATIONS

No specializations listed.

Unclaimed

M.m. Dillon & Co. LLC

location

GREENWICH, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Elena Ulansky is a registered representative with M.m. Dillon & Co. LLC. Elena has been in the securities industry for over a year. She is registered in Connecticut. Elena holds the Series 7, Series 63 and Series 66 licenses. Elena was previously employed by Oceanus Securities, LLC in New York, NY.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC

location

WEST HARTFORD, CT

experience

18 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Elena V. Gomelauri is a financial advisor registered with LPL Financial LLC since 2011. Elena has been in the securities industry since 2006 and has a broad range of experience in providing financial services. Prior to joining LPL Financial, Elena worked at UVEST Financial Services Group, Inc. and Webster Investment Services, Inc. Elena specializes in providing services to individuals, families, and businesses, including financial planning, investment management, and retirement planning. Elena works with clients of all ages and income levels and is committed to helping her clients 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Hightower Advisors, LLC

location

West Port, CT

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Elena Dimiceli is a Registered Investment Advisor who has been in the financial services industry since March 12, 1981. Elena is currently affiliated with Hightower Advisors, LLC and has held the position of Managing Director for over six years. Elena's previous affiliations include RDM Investment Services, LLC, Raymond James Financial Services, Inc., Bear, Stearns & Co. Inc., County Natwest Securities Corporation USA, and Morgan Stanley & Co., Incorporated. Elena specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Elena holds the Series 5, Series 7, Series 63, and Series 65 licenses and the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

A.g.p. / Alliance Global Partners

location

WESTPORT, CT

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Elena Fusillo is a financial advisor with a long and varied career in the financial services industry. Elena currently works at A.g.p. / Alliance Global Partners and has been registered with them since September 2019. Elena has worked at a number of firms over the years, and has a diverse background.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

New Haven, CT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Elena Dixon is a financial professional with over 20 years of experience in the financial services industry. Elena has been registered with Cambridge Investment Research Advisors, Inc. since January 2017. Previously, Elena was registered with Waddell & Reed, Inc., and Cambridge Investment Research, Inc. Elena holds the Series 6, 7 and 66 licenses, as well as the SIE license. Elena is a Chartered Financial Consultant. Elena's current employment is at Cambridge Investment Research Advisors, Inc. in New Haven, Connecticut.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

GREENWICH, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Elena Ferrante is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Elena has over 2 years of experience in the financial industry, previously working at UBS Financial Services Inc. Elena has a Series 7, Series 66, and SIE license and is registered with the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Elena is also registered as an Investment Advisor Representative with the state of Connecticut.

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

J.p. Morgan Securities LLC

location

WILTON, CT

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Elena Cristina Peterson is a registered representative and investment advisor representative with J.p. Morgan Securities LLC. Elena is also a background actor with Central Casting. Elena has been in the securities industry since 2008. Elena is registered in Connecticut, Delaware, Florida, Massachusetts, Missouri, New Jersey, New York, North Carolina, Oregon, Rhode Island, South Carolina, Texas, and Washington. Elena holds the Series 6, Series 7, Series 63, and Series 66 securities licenses.

SPECIALIZATIONS

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

Vestwell Advisors LLC

location

Wallingford, CT

0 Disclosures

ADVISOR BIO

Eli Landow is an investment advisor representative at Vestwell Advisors LLC, a registered investment advisor based in New York. Eli has been in the financial services industry since 2014, with prior experience at Ameriprise Financial Services, Inc. and Morgan Stanley. Eli holds Series 7 and Series 66 licenses, and is registered in Connecticut to provide investment advisory services.

SPECIALIZATIONS

Portfolio Management for Individuals
3(38) ERISA INVESTMENT MANAGER
Unclaimed

Eagle Strategies LLC

location

WINDSOR, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Eli Burrows is an investment advisor representative with Eagle Strategies LLC. Eli has been active in the financial services industry since July 2015. They have a Series 6, 7, 24, 63, and 66 licenses. Eli is registered in Connecticut as an investment advisor and broker-dealer.

SPECIALIZATIONS

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

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