Years of Experience
5-20+ Years
NORWALK, CT
3 Years Experience
0 Disclosures
ADVISOR BIO
Nebeyou Esayas is a financial professional registered with Goldman Sachs & Co. LLC. Nebeyou is currently licensed in all states in the United States as a broker-dealer. Nebeyou is a financial professional with a broad range of experience, including experience in the following areas: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles. Nebeyou has been in the financial services industry since September 26, 2022.
SPECIALIZATIONS
NEW HAVEN, CT
9 Years Experience
0 Disclosures
ADVISOR BIO
Neel Kamdar is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Neel has been in the securities industry since May 17, 2016. Neel holds the Series 66, Series 7, and SIE licenses. Neel provides financial advisory services to individuals, businesses, and pension plans. Neel specializes in the following areas: portfolio management, research and analysis, and selection of other advisers. Neel's primary office is located in New Haven, CT.
SPECIALIZATIONS
WINDSOR, CT
10 Years Experience
0 Disclosures
ADVISOR BIO
Neerab Shrestha is a financial professional with experience in the securities industry. Neerab is registered with Nylife Securities LLC in Windsor, Connecticut. Neerab holds the Series 6 and Series 63 licenses as well as the SIE. Neerab has been in the industry since November 2015 and holds registrations in Connecticut, Florida, Massachusetts, Rhode Island and Texas.
SPECIALIZATIONS
No specializations listed.
NEW HAVEN, CT
9 Years Experience
0 Disclosures
ADVISOR BIO
Neha Mehta is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Neha has been in the industry since July 13, 2016. Previously, Neha was registered with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Neha is licensed in California, Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas, and Vermont. Neha has passed the Series 66, Series 7, and the SIE exams.
SPECIALIZATIONS
DARIEN, CT
5 Years Experience
0 Disclosures
ADVISOR BIO
Neil R. Shaltakoff is a financial advisor with J.P. Morgan Securities LLC, registered with the state of Connecticut. Neil holds Series 7, 6, 63 and SIE licenses. Neil has been in the industry for 13 years and has previous experience with Euro Pacific Capital, Inc. and Hartford Equity Sales Company Inc. Neil R. Shaltakoff is committed to providing financial guidance to clients, helping them achieve their goals with a variety of services, including financial planning, portfolio management for businesses and individuals, and pension consulting.
SPECIALIZATIONS
BRANFORD, CT
23 Years Experience
0 Disclosures
ADVISOR BIO
Neil Ballotte is a financial advisor with Northwestern Mutual Investment Services, LLC. Neil has been in the industry since April 2002. Neil is licensed in Connecticut, Georgia, New York, Texas and Vermont. Neil is also registered with FINRA and has passed the Series 6 and Series 63 exams.
SPECIALIZATIONS
STAMFORD, CT
31 Years Experience
0 Disclosures
ADVISOR BIO
Neil Sterba is a financial advisor with over 27 years of experience in the industry. Neil is currently registered with AMG Distributors, Inc. and is licensed in six states: Connecticut, Indiana, Kentucky, Ohio, Pennsylvania, and Tennessee. He has held previous positions with DWS Investments Distributors, Inc, Victory Capital Advisors, Inc, McDonald Investments Inc., and BISYS Fund Services Limited Partnership. Neil's expertise includes securities, futures managed funds and securities industry essentials.
SPECIALIZATIONS
No specializations listed.
BRISTOL, CT
39 Years Experience
0 Disclosures
ADVISOR BIO
Neil Daley is a financial advisor with over 35 years of experience. Neil is currently registered with Osaic Wealth, Inc. in Florida and Connecticut. Neil has previously worked for Securities America, Inc., Cetera Advisors LLC, Vestax Securities Corporation, American Capital Corporation and First Investors Corporation. Neil holds the Series 6, Series 26 and Series 63 licenses. Neil is a financial advisor with a strong track record of success in helping clients achieve their financial goals.
SPECIALIZATIONS
GLASTONBURY, CT
11 Years Experience
0 Disclosures
ADVISOR BIO
Neil Manning is a financial advisor currently registered with LPL Financial LLC. Neil has been in the financial industry since June 2014. Neil is licensed to provide financial and investment advice in Colorado, Connecticut, Florida, Georgia, Maine, Massachusetts, Missouri, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas and Virginia. Neil has a Series 66, SIE and Series 7 license. Neil's prior firm was National Planning Corporation. Neil is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.
SPECIALIZATIONS
RIDGEFIELD, CT
0 Disclosures
ADVISOR BIO
Neil Kenagy is an Investment Advisor Representative at Colchester Investment Counsel LLC. Neil has been with Colchester Investment Counsel LLC since May 2000. Neil has a background in providing financial advice to a range of clients including high-net-worth individuals, charitable organizations and individuals other than high-net-worth clients. Neil is a Chartered Financial Analyst. Neil is registered with the state of Connecticut and New York as an Investment Advisor Representative.
SPECIALIZATIONS
