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Financial Advisors in Connecticut
11,410 Results
Unclaimed

J.p. Morgan Securities LLC

location

DANBURY, CT

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Sebastian Dispensa is a registered investment advisor with J.p. Morgan Securities LLC. Antonio has been in the industry since August 2006 and is licensed to provide investment advice in Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Iowa, Maine, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, and Washington. Antonio is a Series 6, 7, 63, and 65 licensed professional with the SIE and holds a FINRA license. Prior to working with J.p. Morgan Securities LLC, Antonio worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc.

SPECIALIZATIONS

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

Procyon Advisors, LLC

location

SHELTON, CT

0 Disclosures

ADVISOR BIO

Antonio Bentu Rodrigues is a registered investment advisor representative with Procyon Advisors, LLC. Antonio has been in the securities industry since May 2002. Antonio is registered with the state of Connecticut and holds the Series 6, 7, 63, and 65 licenses. Prior to joining Procyon Advisors, LLC, Antonio worked with PEOPLE'S SECURITIES, INC. Antonio is a financial professional that specializes in providing financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles.

SPECIALIZATIONS

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

Connecticut Wealth Management, LLC | CFC ® (Certifications)

location

FARMINGTON, CT

0 Disclosures

ADVISOR BIO

Antonio Disorbo is a financial advisor in Farmington, CT. Antonio has been working in the financial services industry for over 30 years. He currently is registered with Connecticut Wealth Management, LLC, and is actively registered with the state of Connecticut. Prior to his current employment, Antonio was with LPL Financial LLC in Avon, CT. Antonio has a wide range of experience working with individual investors, high-net-worth individuals, corporations and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
ASSETS UNDER ADVISEMENT
Unclaimed

PFS Investments Inc.

location

MILFORD, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Guerrero is a financial professional with PFS Investments Inc. Antonio has been in the financial services industry for over 6 years. Antonio holds the Series 6, Series 63 and SIE licenses. Antonio is registered with FINRA and the state of New York. Antonio is located in Milford, CT.

SPECIALIZATIONS

No specializations listed.

Unclaimed

J.p. Morgan Securities LLC

location

GREENWICH, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Vincent Solon is a registered representative with J.p. Morgan Securities LLC, located in Greenwich, CT. Antonio has been active in the financial industry since March 2023 and holds the Series 63, Series 6TO and SIE licenses. Antonio is registered in Connecticut, New Jersey and New York.

SPECIALIZATIONS

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

Talcott Resolution Distribution Company, Inc.

location

Hartford, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Rosa is a financial professional with Talcott Resolution Distribution Company, Inc. in Hartford, CT. Antonio has been in the industry for over 5 years and holds the Series 27, Series 99TO and SIE licenses. Antonio's focus is on providing comprehensive financial guidance and services to individuals and families in the Hartford area.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Brean Capital, LLC

location

DARIEN, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Antonio G Blasetti is a financial advisor registered with Brean Capital, LLC and has been in the industry since 2011. Antonio is licensed in 16 states and has passed the Series 7, Series 63, and SIE exams. Antonio previously worked at KEYBANC CAPITAL MARKETS INC. and BREAN CAPITAL, LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Hartford, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Giuliani is a registered representative and investment advisor representative with Morgan Stanley. Antonio has been in the securities industry since 2019. Antonio holds Series 7TO, Series 63, Series 65 and SIE licenses and is registered in 47 states and Puerto Rico. Antonio works at the Hartford, CT branch office of Morgan Stanley.

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

Philosmith Securities LLC

location

STAMFORD, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Anurag Sanjay Pandey is a financial professional who is registered with Philosmith Securities LLC. Anurag has been working in the financial services industry since April 10, 2023. Anurag has passed the Series 63, Series 79TO, and SIE exams. Anurag is registered in Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Empower Financial Services, Inc.

location

Hartford, CT

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

April Lynn Da Silva is a financial professional affiliated with Empower Financial Services, Inc.. April has been in the financial services industry since May 16, 2021. April has passed the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination.

SPECIALIZATIONS

No specializations listed.

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