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Financial Advisors in Connecticut
11,410 Results
Unclaimed
location

New Haven, CT

experience

23 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

GQR Securities LLC

location

Greenwich, CT

experience

13 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

STAMFORD, CT

experience

14 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

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

Interactive Brokers LLC

location

GREENWICH, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Eugene Ormsbee is a financial advisor with Interactive Brokers LLC. Eugene has been in the industry since June 9, 2016. Eugene is registered with FINRA and is currently registered with 22 SROs. Eugene holds the Series 7 and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Cardinal Capital Management, LLC

location

GREENWICH, CT

0 Disclosures

ADVISOR BIO

Eugene Fox is a Registered Investment Advisor Representative for Cardinal Capital Management, LLC. He is registered with the state of Connecticut. Eugene Fox is also a Series 7 and Series 63 licensed individual. He is currently licensed to offer investment advice to individuals, corporations, pooled investment vehicles, investment companies, and pension and profit-sharing plans. Previously, he was associated with DELTEC ASSET MANAGEMENT CORPORATION and D.S. KENNEDY & CO..

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

GREENWICH, CT

experience

24 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

MML Investors Services, LLC

location

SOUTHBURY, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Evan Centopani is a financial advisor who has been in the industry since January 2023. Evan is registered with MML Investors Services, LLC and holds Series 7TO, Series 66 and SIE licenses. Evan is also a registered investment advisor in Connecticut. Evan has a background in health and fitness and has worked as a coach and ambassador for Universal Nutrition. Evan provides financial planning, portfolio management and other advisory services to individual clients.

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

AQR Investments, LLC

location

GREENWICH, CT

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Evan Xander Gray is a registered representative with AQR Investments, LLC. Evan is licensed in 50 states and has been in the financial services industry since January 17, 2024. Evan's professional qualifications include the Series 3, Series 7TO, Series 63 and SIE exams.

SPECIALIZATIONS

No specializations listed.

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