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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Northwestern Mutual Investment Services, LLC

location

WESTPORT, CT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Peter B. Breslin is a financial advisor affiliated with Northwestern Mutual Investment Services, LLC. Peter has been in the financial services industry since January 29, 2013. Peter is licensed to provide investment advisory services in Arkansas, California, Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York, Oregon, Pennsylvania, Texas, Vermont, and Virginia.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Grove Point Investments, LLC

location

Ansonia, CT

experience

48 Years Experience

0 Disclosures

ADVISOR BIO

Peter Perroni has over 45 years of experience in the financial services industry. He is currently registered with Grove Point Investments, LLC in Ansonia, CT. His prior employment includes positions with Jefferson Pilot Securities Corporation, Polaris Financial Services, Inc., J. T. Moran & Co., Inc., O. R. Securities, Inc., WZW Financial Services, Inc., Cornerstone Financial Services, Inc., American General Capital Planning, Inc. and First Investors Corporation. Peter is also a licensed Series 6TO, Series 1, and SIE representative.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Westport, CT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Peter McElroy is a financial advisor with Morgan Stanley. Peter has been working in the financial industry since 2002 and has been with Morgan Stanley since 2017. Peter holds Series 7, Series 63 and SIE licenses. Prior to joining Morgan Stanley, Peter worked at RBC Capital Markets, LLC, Wachovia Securities, LLC, Prudential Securities Incorporated and Salomon Smith Barney Inc.

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

Charles Schwab & CO., Inc.

location

Fairfield, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Peter Cappiello is a registered representative of Charles Schwab & Co., Inc. with over 7 years of experience in the securities industry. Peter is licensed in several states, including Connecticut, Maine, Arizona, California, Colorado, Florida, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, South Carolina, Texas, and Virginia. Prior to joining Charles Schwab, Peter held positions at TD Ameritrade and Scottrade.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

STAMFORD, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Peter Davidson is a financial advisor with Stifel, Nicolaus & Company, Inc. based in STAMFORD, CT. Peter has over 20 years of experience in the financial services industry, and has held previous positions with UBS FINANCIAL SERVICES INC., UBS SECURITIES LLC, AMHERST SECURITIES GROUP, L.P., RBS SECURITIES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FIMAT USA, INC., and SG COWEN SECURITIES CORPORATION. Peter specializes in a variety of financial services, including: investment planning, pension consulting, educational seminars, and portfolio management.

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 Pooled Investment Vehicles
Unclaimed

Pentegra Distributors Inc.

location

SHELTON, CT

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Peter Dangio is a financial professional with over 25 years of experience in the industry. Peter is currently registered with Pentegra Distributors Inc. and holds a Series 6, Series 26 and Series 63 license. Peter has previously worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and PRINCOR FINANCIAL SERVICES CORPORATION.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Franklin Distributors, LLC

location

STAMFORD, CT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Peter Michael Conneely is a financial professional with over 24 years of experience in the financial services industry. Peter is currently registered with Franklin Distributors, LLC, and is licensed to sell securities in California, Connecticut, Florida, Massachusetts, and New York. Peter has held previous positions with Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., Dreyfus Service Corporation, and New England Securities. Peter has a broad range of experience in the financial services industry, and holds several licenses and certifications.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Lifemark Securities Corp.

location

Trumbull, CT

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Peter Didomizio is a financial professional with over 30 years of experience in the financial services industry. Peter has a broad range of experience in the financial industry. Peter holds his Series 6 and SIE licenses and is currently registered with Lifemark Securities Corp. in Connecticut. Peter is a specialist in fixed income, mutual funds and ETFs. Peter has previously worked for Foresters Equity Services, Inc., Cadaret, Grant & Co., Inc., and W. S. Griffith & Co., Inc.

SPECIALIZATIONS

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

Bradley Foster & Sargent Inc.

location

HARTFORD, CT

0 Disclosures

ADVISOR BIO

Peter Jay Kirschenbaum is an investment advisor representative with Bradley Foster & Sargent Inc. in Hartford, Connecticut. Peter has been in the industry since 1992 and is registered with the states of Connecticut, Florida, Massachusetts and Rhode Island. Peter has a broad range of experience in financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Evercore Group LLC

location

Westport, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Peter Laskey is a financial advisor with Evercore Group LLC. Peter has been in the industry since 2022 and is currently registered with 37 state securities regulators and the Financial Industry Regulatory Authority (FINRA) for the sale of securities. Peter has passed the Series 63, Series 86, Series 87 and SIE exams.

SPECIALIZATIONS

No specializations listed.

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