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Financial Advisors in Connecticut
11,410 Results
Unclaimed
location

Hartford, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Austin Scott Hersh is a financial advisor with Morgan Stanley. Austin has been in the financial services industry since December 21, 2015. Austin holds the Series 7, SIE, and Series 66 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Austin works out of 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
location

CENTERBROOK, CT

0 Disclosures

ADVISOR BIO

Austin Van winkle is an Investment Advisor Representative associated with HT Partners LLC and has been in the industry since January 2018. Austin Van winkle is registered in Connecticut. Austin Van winkle is also the co-owner of VW Property Management LLC. HT Partners LLC provides financial planning and portfolio management services for individuals and businesses. The firm's primary focus is on high-net-worth individuals, with a significant portion of their client base also consisting of corporations or other businesses and individuals other than high-net-worth individuals. HT Partners LLC has a client base of approximately 120 individuals and businesses, with approximately $485 million in assets under management.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
MULTIFAMILY OFFICE ADVISORY; FINANCIAL CONSULTING
Unclaimed

Toomey Investment Management, Inc.

location

WALLINGFORD, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Austin Toomey is an investment advisor representative with Toomey Investment Management, Inc., registered with the state of Connecticut. Austin Toomey has 11 years of experience in the financial services industry. Austin Toomey is also a registered investment advisor representative in Florida and Massachusetts. Austin Toomey holds the Series 6, Series 63 and Series 65 licenses. Austin Toomey has specialized in providing financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Austin Carlyle Alexander is a registered representative with Prudential Annuities Distributors, Inc. Austin has been in the financial services industry since January 22, 2014. Austin holds the Series 6, Series 26 and Series 63 securities licenses and is registered in Pennsylvania.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

New Haven, CT

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Austin J. Bussen is a financial advisor at Morgan Stanley. Austin is registered with the state of Connecticut and has over 1 year of experience in the industry. Austin's areas of expertise include asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

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

Fidelity Personal AND Workplace Advisors

location

STAMFORD, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Austin Withycombe is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Austin is also a registered investment advisor in Connecticut and Texas. Austin has been in the securities industry since October 2022 and has passed the Series 63, Series 7TO, and Series 65 exams. Austin specializes in working with individuals, high-net-worth individuals, businesses, and pension plans.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

STAMFORD, CT

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Austin Capasso is a financial advisor at New Edge Wealth in STAMFORD, CT. Austin is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Austin specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Austin holds the Series 7TO, SIE, and Series 66 licenses.

SPECIALIZATIONS

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

Northwestern Mutual Investment Services, LLC

location

Norwalk, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Austin Ryan is a registered representative with Northwestern Mutual Investment Services, LLC, licensed in 32 states. Austin is a financial professional with over 2 years of experience in the industry. Austin specializes in Investment Company Products/Variable Contracts and has a Series 6TO license.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ava Rose Gambardella is a financial professional registered with Prudential Annuities Distributors, Inc. Ava is licensed in Connecticut and the District of Columbia. Ava has been in the financial industry since February 2022. Ava holds Series 63, SIE, and Series 6TO licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Equitable Advisors, LLC

location

STAMFORD, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ava Marie Turner is a financial advisor with Equitable Advisors, LLC, a financial services firm with offices in Stamford, CT. Ava has been in the industry since 2014. Ava is licensed to provide financial services in Connecticut, New York, Florida, New Jersey, and California. Ava specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Ava is a Series 6, Series 63 and SIE licensed professional. Ava's primary office is located at 1266 East Main Street, 6th Floor, Stamford, CT.

SPECIALIZATIONS

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

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