Years of Experience
5-20+ Years
DARIEN, CT
33 Years Experience
1 Disclosures
ADVISOR BIO
Richard Kelley is a financial advisor with over 30 years of experience in the industry. Richard is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Connecticut and Texas. Richard has a diverse background, having previously worked at Morgan Stanley, Citigroup Global Markets Inc., and Prudential Securities Incorporated. Richard specializes in providing financial services to high-net-worth individuals, corporations, and institutions. Richard holds Series 7, 63 and 65 licenses, and he is also a registered investment advisor.
SPECIALIZATIONS
SOUTHINGTON, CT
0 Disclosures
ADVISOR BIO
Richard Hoyt is an investment advisor representative in Southington, Connecticut. Richard has been in the industry since 2000 and currently works for Dbia, LLC. He is registered with the state of Connecticut. Richard has a previous role with Hoyt, Filippetti & Malagahan, LLC, a tax and accounting firm, and has been with them since 2002.
SPECIALIZATIONS
STAMFORD, CT
38 Years Experience
2 Disclosures
ADVISOR BIO
Richard Rohr is an investment advisor with over 35 years of experience in the financial services industry. Richard is currently registered with UBS Financial Services Inc. in Connecticut and Colorado. Richard has a strong track record of success in helping clients achieve their financial goals. Richard has expertise in a wide range of financial products and services, including investment management, financial planning, and retirement planning. Richard is committed to providing clients with personalized advice and exceptional service.
SPECIALIZATIONS
GREENWICH, CT
13 Years Experience
0 Disclosures
ADVISOR BIO
Richard Coleman is a financial advisor at Interactive Brokers LLC. Richard has been in the financial services industry since 2012. Richard holds the Series 7, Series 99 and SIE licenses. He has been registered with Interactive Brokers since 2017. Previously, Richard was with TIMBER HILL LLC and Interactive Brokers from 2012 to 2018.
SPECIALIZATIONS
No specializations listed.
GLASTONBURY, CT
41 Years Experience
1 Disclosures
ADVISOR BIO
Richard McMahon is a financial advisor registered with Ameriprise Financial Services, LLC. Richard has been in the financial services industry since 1984. Richard is registered in 21 states including Connecticut, Texas, Florida, New York and California. Richard is also an Investment Advisor Representative and holds a Series 6, 7, 22, 24, 63 and 65 license. Richard has also earned the Certified Financial Planner and Chartered Financial Consultant designation.
SPECIALIZATIONS
Stamford, CT
23 Years Experience
0 Disclosures
ADVISOR BIO
Richard Vinchesi is a financial professional with over 20 years of experience in the industry. He currently holds a Series 7 and Series 63 license and is a registered representative with Stock Securities LLC, a firm based in Stamford, CT. Richard has previously worked at VIANT Capital LLC and Salomon Brothers Inc. He is registered in Connecticut, Illinois, Massachusetts, New Mexico, and New York.
SPECIALIZATIONS
No specializations listed.
Westport, CT
21 Years Experience
0 Disclosures
ADVISOR BIO
Richard Morrow is an active investment advisor representative with RBC Capital Markets, LLC. Richard has been in the financial services industry since December 2004. Richard has a broad range of experience, including working with high-net-worth individuals, corporations, and institutions. Richard has Series 7, 9, 10, 31 and 66 licenses, and is registered in many states. Richard is currently registered with RBC Capital Markets, LLC in Connecticut and Texas. Richard is a member of the Dramatist Guild and is also involved with several other businesses, including Westport Playhouse. Prior to joining RBC Capital Markets, LLC, Richard was employed by Morgan Stanley and Merrill Lynch. Richard is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
SPECIALIZATIONS
STAMFORD, CT
0 Disclosures
ADVISOR BIO
Richard Johnston is a registered Investment Advisor Representative with Hardman Johnston Global Advisors LLC in Stamford, Connecticut. Richard has been in the industry since January 1985 and specializes in portfolio management for individuals, investment companies, and pooled investment vehicles. Richard is also the General Partner of the Johnston Capital Partners Limited Partnership, overseeing investments into the L.P. Richard is a Series 65 licensed professional.
SPECIALIZATIONS
SHELTON, CT
16 Years Experience
3 Disclosures
ADVISOR BIO
Richard Bauer is a financial advisor with MML Investors Services, LLC. Richard has been working in the financial services industry since 2009 and is registered in 22 states. Richard has obtained the Series 6, 7, 63, and 65 licenses. Richard has experience in investment management, financial planning, and educational seminars.
SPECIALIZATIONS
East Berlin, CT
30 Years Experience
1 Disclosures
ADVISOR BIO
Richard Lamore is a financial advisor in East Berlin, CT with over 27 years of experience in the industry. Richard is registered with J. W. Cole Advisors, Inc. and has held previous positions with Woodbury Financial Services, Inc., QUESTAR CAPITAL CORPORATION, AMERITAS INVESTMENT CORP., CCF INVESTMENTS, INC., and PFS INVESTMENTS INC. Richard's background spans a variety of financial service areas, including investment advisory and insurance sales. Richard specializes in retirement planning and investment management for individuals and businesses. He has a strong understanding of the needs of high-net-worth individuals and provides personalized financial planning and investment management services to help clients achieve their financial goals.
SPECIALIZATIONS
