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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Commonwealth Financial Network

location

CHESHIRE, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Mydlo is a financial advisor affiliated with Commonwealth Financial Network, a firm headquartered in Waltham, MA. Nicholas holds a Series 7, Series 63, Series 79 and SIE license. Nicholas has been in the financial services industry since January 18, 2020, and has been registered with Commonwealth Financial Network since December 20, 2023.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Coastal Bridge Advisors

location

WESTPORT, CT

0 Disclosures

ADVISOR BIO

Nicholas Edward Zaccour is an investment advisor representative at Coastal Bridge Advisors in Westport, CT. Nicholas holds the Series 7 and 66 securities licenses, and has been in the industry since 2011. Nicholas previously worked at Snowden Lane Partners in New York, NY, and Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY.

SPECIALIZATIONS

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

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Paul has been in the securities industry since September 29, 2014. Nicholas is registered with Prudential Annuities Distributors, Inc. in Pennsylvania. Nicholas's primary registration is with FINRA. Nicholas has passed the Series 63, Series 6, Series 26 and SIE exams.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Edward Whitcraft is a financial advisor with Voya Financial Partners, LLC. Nicholas has been in the financial services industry since May 23, 2013. Nicholas holds the Series 6, Series 63 and SIE securities licenses. Nicholas is registered with the state of Texas. Nicholas previously worked at GWFS Equities, INC..

SPECIALIZATIONS

No specializations listed.

Unclaimed

MML Investors Services, LLC

location

GLASTONBURY, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Oliveros-pipkin is an Investment Advisor Representative with MML Investors Services, LLC. Nicholas is registered with the state of Connecticut to provide investment advice and with the state of Texas to provide investment advice and securities transactions. Nicholas obtained their Series 63 license in June 2019 and their Series 65 license in March 2020. Nicholas obtained their Series 7TO in October 2020 and their Series 6 in May 2019. Nicholas has been in the securities industry since May 2019.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RIDGEFIELD, CT

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Gambardella is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the RIDGEFIELD, CT branch office. Nicholas has been working in the securities industry since March 5, 1997, and has passed the Series 6, 7, and 66 securities exams. Nicholas is registered with the state of Connecticut and Texas.

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
location

Westport, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Liucci is a registered representative with Morgan Stanley, based out of Westport, CT. Nicholas has been in the financial services industry since July 2019. Nicholas is registered with the state of Connecticut and Texas as a broker and an investment advisor representative. Nicholas has passed the Series 7TO, Series 66, and SIE exams and is licensed to provide investment advice and financial planning services. Nicholas works with a wide range of clients, including individuals, high-net-worth individuals, institutions, corporations, and trusts.

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

Citigroup Global Markets Inc.

location

GREENWICH, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Lotrecchiano is a financial advisor with Citigroup Global Markets Inc. Nicholas has been in the financial services industry since 2021. Nicholas has a strong background in investment management and is committed to providing clients with personalized financial advice. Prior to joining Citigroup Global Markets Inc., Nicholas worked at J.P. MORGAN SECURITIES LLC. Nicholas has a Series 7TO, Series 31, and Series 66 licenses. Nicholas specializes in investment management, financial planning, and asset allocation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Essex Financial Services, Inc.

location

ESSEX, CT

0 Disclosures

ADVISOR BIO

Nicholas Naumann is a financial advisor at Essex Financial Services, Inc. He has been in the industry since 2012 and holds Series 63, Series 65, Series 7 and SIE licenses. Nicholas works with individuals, families, trusts, corporations, and pension plans. Nicholas is registered as an Investment Advisor Representative in Connecticut, Florida, New Hampshire and New York. Nicholas specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. He also works with clients on pension consulting and insurance planning.

SPECIALIZATIONS

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

Stamford, CT

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Crocitto is a financial advisor with Morgan Stanley. Nicholas has over 30 years of experience in the financial services industry, having held positions at various firms, including Citigroup Global Markets Inc., CitiCorp Investment Services, Invest Financial Corporation, Nomura Securities International, Inc., Fundamental Brokers Inc., and Drexel Burnham Lambert Incorporated. Nicholas's expertise includes securities, investment advisory services, and financial planning. He is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed investment advisor in several states. Nicholas has a strong understanding of investment strategies and can provide tailored solutions to meet the individual needs of clients.

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

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