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Financial Advisors in Connecticut
11,410 Results
Unclaimed

P.j. Robb Variable, LLC

location

Plantsville, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Eugene Sheehan is a financial professional with experience in the industry since 2016. Eugene is currently registered with P.j. Robb Variable, LLC. Eugene previously worked at VOYA FINANCIAL ADVISORS, INC. and VOYA FINANCIAL PARTNERS, LLC. Eugene holds the Series 6 and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Bradley Foster & Sargent Inc. | PFS ® (Certifications)

location

HARTFORD, CT

0 Disclosures

ADVISOR BIO

Eugene A. Daponte is an Investment Advisor Representative at Bradley Foster & Sargent Inc. Eugene has been in the industry since 2000. Eugene A. Daponte holds a Series 65 license for Investment Advisor Representatives. Eugene A. Daponte holds a Series 7 license and a SIE license for Broker-Dealer Representatives. The advisor is registered with the following states: California, Colorado, Connecticut, Florida, Maine, Massachusetts, New York, North Carolina, South Carolina, and Vermont. The firm's primary office is located in Hartford, Connecticut. The firm offers Financial Planning, Educational Seminars, and Portfolio Management services. The firm is registered with the SEC as an Investment Advisor.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

GQR Securities LLC

location

Greenwich, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Eugene Reilly is a financial advisor with over 15 years of experience in the industry. Eugene currently works at GQR Securities LLC in Greenwich, Connecticut. Prior to joining GQR Securities LLC, Eugene held positions at ARXIS Securities LLC, Merrill Lynch Professional Clearing Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Goldman, Sachs & Co. Eugene is licensed in Connecticut and holds FINRA Series 7, 24, and 63 licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

New Haven, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Eugene Thomas Yacco is a financial advisor with Morgan Stanley. Eugene has been in the financial services industry since 1997. Eugene is a registered representative in 47 states and two other jurisdictions. He holds the Series 6, 7, 55, 57TO, and SIE licenses. Eugene is registered with Morgan Stanley and holds the following licenses: Series 6, Series 7, Series 55, Series 57TO, and Series 66. Eugene provides investment advisory services to individuals, businesses, and institutions. He also specializes in financial planning, pension consulting, and asset allocation advice.

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

15 Years Experience

0 Disclosures

ADVISOR BIO

Eugene Mori is an active Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Eugene has been in the securities industry since July 2010. He has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since May 2011. Eugene holds Series 7, 66, and 79 licenses. Eugene has held previous positions with BANC OF AMERICA SECURITIES LLC in Las Vegas, Nevada. Eugene's office is located at 301 TRESSER BLVD, OFFICE OF CAO - AWL LOCAL MARKETS ORGANIZATION, STAMFORD, CT 06901.

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

Osaic Wealth, Inc.

location

NORTH HAVEN, CT

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Eugene Harris is a financial advisor with over 30 years of experience in the industry. Eugene is a registered representative of Osaic Wealth, Inc. and has been associated with the firm since January 2025. Eugene holds a Series 7, Series 24, and Series 63 license. Eugene provides financial planning and investment management services to individuals, businesses, and retirement plans. Eugene also offers insurance products such as fixed and indexed annuities, accident, health, disability, long-term care, and traditional life insurance.

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

25 Years Experience

0 Disclosures

ADVISOR BIO

Eugenia Miceli is an investment advisor representative at Wells Fargo Clearing Services, LLC. Eugenia has been in the financial services industry since June 2000. Eugenia is registered with the state of Texas as a Registered Investment Advisor (RIA) and is licensed to offer advisory services in 51 states and the District of Columbia. Eugenia holds the Series 63, 10, 9, and SIE licenses, along with the Series 7 license.

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

Crito Capital LLC

location

WESTPORT, CT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Eunice Oleksiw is an investment advisor representative with Crito Capital LLC, a firm that provides non-discretionary advisory services to individuals and businesses. Eunice has worked in the financial industry since 2008 and is registered in Connecticut. Eunice holds Series 7, 24, and 63 licenses, as well as the SIE exam and the Compliance Officer exam. She also previously worked at Titus Rockefeller, LLC, LPL Financial LLC, and Citigroup Global Markets Inc.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY SERVICES
Unclaimed

LPL Financial LLC

location

ANSONIA, CT

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Evan Adelglass has been in the financial services industry since 1994 and is currently an advisor at LPL Financial LLC. Evan works with a wide range of clients including individuals, families, businesses, and non-profit organizations. Evan has a broad range of experience and specializes in areas like retirement planning, college savings, estate planning, and investment management. Evan is committed to helping clients achieve their financial goals by providing personalized advice and strategies.

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

Colchester Investment Counsel LLC | CFP ® (Certifications)

location

Ridgefield, CT

0 Disclosures

ADVISOR BIO

Evan Kenagy is a Registered Investment Advisor Representative in the state of Connecticut and has been in the financial services industry for over 14 years. Evan Kenagy is affiliated with Colchester Investment Counsel LLC which is located in Ridgefield, Connecticut. The firm's primary focus is providing financial planning and portfolio management services to individuals and charitable organizations. Evan Kenagy has a Series 65 license and holds the designation of Certified Financial Planner.

SPECIALIZATIONS

Portfolio Management for Individuals

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