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Financial Advisors in Connecticut
11,410 Results
Unclaimed

David Lerner Associates, Inc.

location

WESTPORT, CT

experience

17 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Joseph Court is a financial advisor at David Lerner Associates, Inc. Joseph has been in the financial services industry since 2007. Joseph holds Series 6, 7, and 63 licenses as well as the SIE. Joseph has a strong track record of helping clients reach their financial goals. Joseph is registered to do business in Colorado, Connecticut, Florida, Maine, Maryland, New Jersey, New York, North Carolina and South Carolina. Joseph has previously worked at Chase Investment Services Corp.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

FARMINGTON, CT

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joseph Bannon is a financial advisor who has been in the industry for over 20 years. Joseph has been with Commonwealth Financial Network since January 2009, previously working at Bannon, Ohanesian & Lecours, Inc. and Dean Witter Reynolds Inc. Joseph is a Certified Financial Planner and holds Series 7, 24, 31, and 63 securities licenses, as well as the Series 65 investment advisor license.

SPECIALIZATIONS

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

Evercore Group LLC

location

Westport, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Todd is a financial advisor at Evercore Group LLC and has over 20 years of experience in the industry. Joseph holds several licenses including Series 7, 24, 63, 79, and SIE, demonstrating his expertise in securities trading and investment banking. Prior to joining Evercore Group LLC, Joseph worked at Goldman Sachs & Co. LLC. Joseph is registered to provide investment advice in 37 states.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Greenwich, CT

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Frederick Milano is a financial advisor in Greenwich, CT. Joseph Milano has been in the industry since April 16, 2009. Joseph Milano is registered with Morgan Stanley. Joseph Milano has also been previously registered with KEY INVESTMENT SERVICES LLC, LPL FINANCIAL LLC, and CHASE INVESTMENT SERVICES CORP..

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

MYSTIC, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Joseph R Mariani is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph R Mariani has been in the industry since November 6, 2000. The advisor is licensed in 53 states and is a registered investment advisor in Connecticut and Texas. Joseph R Mariani has a broad range of licenses, including Series 3, 7, 9, 10, 31 and 66. The advisor holds a SIE license. Joseph R Mariani also has a Series 66 license, which allows them to provide investment advice to clients in multiple states. The advisor has extensive experience in the financial services industry. Joseph R Mariani has a proven track record of success in helping clients achieve their financial goals.

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

LPL Financial LLC | CFP ® (Certifications)

location

GLASTONBURY, CT

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Thomas Murphy is a financial professional with over 30 years of experience in the financial services industry. Joseph Murphy is a Registered Representative and Investment Advisor Representative, currently registered with LPL Financial LLC, where Joseph Murphy has been employed since May 2011. Joseph Murphy has held previous registrations with several firms, including Infinex Investments, Inc., Key Investment Services LLC, and NewAlliance Investments, Inc. Joseph Murphy holds Series 6, 7, 22, 24, 63 and 65 securities licenses and is a Certified Financial Planner.

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

LPL Financial LLC | CFC ® (Certifications)

location

HAMDEN, CT

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Patrick McDonagh is a financial professional with over 30 years of experience in the financial services industry. Joseph is currently registered with LPL Financial LLC and has a wide range of experience serving individuals, families, businesses and institutions. Prior to joining LPL Financial LLC, Joseph was associated with Waddell & Reed, Inc. for 8 years and with MML Investors Services, LLC for 22 years. Joseph offers a variety of financial services including financial planning, retirement planning, college savings planning, insurance and investment management.

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

M.m. Dillon & Co. LLC

location

GREENWICH, CT

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Chiarelli is a financial advisor who joined M.m. Dillon & Co. LLC in 2017. Joseph holds the Series 63, Series 7, Series 24, and SIE licenses and has over 20 years of experience in the financial industry. Joseph has experience working with several firms including: Auriga USA, LLC, Wall Street Access, Oppenheimer & Co. Inc., Blaylock & Partners, L.P., and J.P. Morgan Securities Inc. Joseph is registered with the state of Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Transamerica Retirement Advisors, LLC

location

West Hartford, CT

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Conlan is an active financial professional with over 16 years of experience in the industry. He is currently registered as an Investment Advisor Representative with Transamerica Retirement Advisors, LLC and holds a Series 65 license. Joseph has previously worked with several other firms including MML Investors Services, LLC, Realty Capital Securities, LLC, and Susquehanna Capital Group.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

GLASTONBURY, CT

experience

33 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Joseph Mathew Kavumpurath is a financial advisor registered with MML Investors Services, LLC in Glastonbury, Connecticut. Joseph Kavumpurath has been in the industry since June 10, 1992. Joseph Mathew Kavumpurath is licensed to provide financial advice in Connecticut and Florida. Joseph Kavumpurath is also a registered Investment Advisor. Joseph Kavumpurath offers asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Joseph Mathew Kavumpurath is associated with MML Investors Services, LLC since March 25, 2017. Prior to that, Joseph Kavumpurath was associated with MSI Financial Services, INC. in Glastonbury, Connecticut and Metropolitan Life Insurance Company in Wethersfield, Connecticut.

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

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