Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

Ages Financial Services, Ltd.

location

Stamford, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

John Jordan Laws is a financial professional with over 8 years of experience in the industry. John has a Series 79, Series 63, and SIE license. John currently works at Ages Financial Services, Ltd. in Stamford, CT. John previously worked at LINCOLN INTERNATIONAL LLC in Chicago, IL.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Greenwich, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

John Christopher Ruggiero is an investment advisor representative with Morgan Stanley, based in Greenwich, Connecticut. John has been active in the financial services industry since 2018. John has a Series 66, Series 7, and SIE license and holds registrations in multiple states. John’s specializations include asset allocation advice, financial planning, pension consulting, and educational seminars. John’s experience includes work with Third Bridge Group Limited, Ithaca College, and Morgan Stanley Private Bank, N.A.

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

State Farm Investment Management Corp.

location

Naugatuck, CT

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

John Mc'cormack is a financial advisor who is registered in Connecticut. John has been in the industry since September 10, 2006 and is currently employed by State Farm Investment Management Corp.. John holds a Series 6, Series 63, Series 65 and SIE licenses. John Mc'cormack is also an active investment advisor representative in Connecticut.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Prudential Annuities Distributors, Inc.

location

Shelton, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

John Vamvakas is a financial professional with Prudential Annuities Distributors, Inc.. John has been in the industry since January 30, 2015. John holds Series 6 and Series 26 licenses. John is registered with FINRA.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Validea Capital Management LLC

location

FAIRFIELD, CT

0 Disclosures

ADVISOR BIO

John Philip Reese is a registered investment advisor representative with Validea Capital Management LLC. John Philip Reese has been in the industry since April 2001. John Philip Reese is a registered investment advisor representative in California, Colorado, Connecticut and Virginia. John Philip Reese has passed the Uniform Investment Adviser Law Examination. John Philip Reese is the CEO/Founder of Validea.com and has been providing investment research since April 2001.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Swanson River Capital Management LLC

location

GREENWICH, CT

0 Disclosures

ADVISOR BIO

John Anthony Gibbons is an investment advisor representative with Swanson River Capital Management LLC. John Anthony Gibbons has been in the industry since 1994. John Anthony Gibbons is registered in Connecticut and previously worked at TCW Funds Distributors, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bear, Stearns & Co. Inc. Swanson River Capital Management LLC specializes in portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Knights OF Columbus Asset Advisors LLC

location

Madison, CT

0 Disclosures

ADVISOR BIO

John Anthony Ruffo is an Investment Advisor Representative at Knights Of Columbus Asset Advisors LLC. John has been a general agent for Knights of Columbus Insurance since 2014. John is registered with the states of Connecticut, Massachusetts, and Rhode Island. John specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. John is also a registered representative with Knights Of Columbus Asset Advisors LLC.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

AMG Distributors, Inc.

location

STAMFORD, CT

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

John Charles Gay is a financial professional with over 28 years of experience in the industry. Currently, John is registered with AMG Distributors, Inc. in Stamford, CT. Prior to joining AMG Distributors, Inc., John was with Patrick Capital Markets, LLC, Lincoln Financial Distributors, Inc. and Planco Financial Services, Inc. John holds licenses for Series 6, 7, 63 and SIE. He is licensed in Alaska, California, Connecticut, Oregon and Washington.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

STAMFORD, CT

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

John Anderson is a financial advisor with over 16 years of experience in the industry. John is registered with Fidelity Personal and Workplace Advisors and is currently licensed to offer investment advice in Connecticut and Texas. John has previously worked with a number of firms including Craft Capital Management LLC, Four Points Capital Partners LLC, and UBS Securities LLC. John has a wide range of experience in the industry and is committed to providing his clients with the highest level of service.

SPECIALIZATIONS

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

Northwestern Mutual Investment Services, LLC

location

WEST HARTFORD, CT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

John Francis Baker is a financial advisor with Northwestern Mutual Investment Services, LLC in West Hartford, CT. John has been in the financial services industry since 1998. John has a variety of licenses and registrations, including Series 63, 66, 7, 9, 10, 24, 4, 53, and SIE. John has been registered with Northwestern Mutual Investment Services, LLC since 2004. Before that John worked at Tower Square Securities, Inc. and Advest, Inc.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

Need help matching

with the right advisor?