ADVISOR BIO

Robert Nicholas Wilson is a financial advisor in Greenwich, Connecticut, registered with the state of Connecticut. Robert Nicholas Wilson is associated with Interactive Brokers LLC. He has been in the industry since October 16, 2022.

SPECIALIZATIONS

ADVISOR BIO

Robert Grenus is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Integrated Wealth Concepts LLC, an independent investment advisor firm, and LPL Financial. Robert's primary focus is on providing investment advice and financial planning services to individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. Prior to joining Integrated Wealth Concepts LLC, Robert was a financial advisor with Lincoln Financial Advisors Corporation. Robert is a highly experienced and knowledgeable financial advisor, and his clients appreciate his commitment to providing personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Robert Giannetti has been a registered representative since April 2001. Robert Giannetti is affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm that offers investment advisory services. Robert Giannetti has been affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 2001 and also has a prior affiliation with Bank of America, NA. Robert Giannetti has passed the Uniform Investment Adviser Law Examination, the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, the Futures Managed Funds Examination and the General Securities Representative Examination.

SPECIALIZATIONS

ADVISOR BIO

Robert Kirkpatrick is a registered Investment Advisor Representative with Cardinal Capital Management, LLC. Robert has been with the firm since July 2000. Cardinal Capital Management, LLC, headquartered in Greenwich, Connecticut, provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm manages over $386 million in assets.

SPECIALIZATIONS

ADVISOR BIO

Robert Mark has been in the financial services industry since April 1986. Robert Mark is currently registered with LPL Financial LLC, in Norwalk, CT. Prior to LPL Financial LLC, Robert Mark was with GROVE POINT INVESTMENTS, LLC in Norwalk, CT and A.J. MICHAELS & CO., LTD. in Hauppauge, NY. Robert Mark is a licensed Investment Advisor Representative in Connecticut.

SPECIALIZATIONS

ADVISOR BIO

Robert William Borruso is a registered representative with MML Investors Services, LLC. Robert has been in the financial services industry since August 23, 1987 and has experience with both MSI Financial Services, INC and Metropolitan Life Insurance Company. Robert has a series 6 license and holds the SIE and Series 63 exams. Robert is currently registered in Connecticut and North Carolina. Robert specializes in the areas of insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, individuals other than high net worth, and pension and profit sharing plans. Robert has experience with the following advisory services: financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Robert Hamilton Dudley is an investment advisor with Stifel, Nicolaus & Company, Inc. Robert has been in the industry since 2009 and is registered with the Financial Industry Regulatory Authority (FINRA) and in 24 states. Robert previously worked at STERNE, AGEE & LEACH, INC. and GLEACHER & COMPANY SECURITIES, INC. Robert holds the Series 63, SIE, and Series 7 licenses. Robert specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Robert John Sechan is an active Registered Representative and Investment Advisor Representative with New Edge Wealth, a firm based in Stamford, Connecticut. Robert has been in the industry since September 1995. Robert has also previously worked at UBS Financial Services Inc., Lehman Brothers Inc., and Morgan Stanley & Co., Incorporated. Robert is registered in 34 states for securities, and 3 states for investment advisory services. Robert's firm specializes in providing financial services to high-net-worth individuals, and manages assets for a variety of client types, including individuals, corporations, insurance companies, pension plans, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Robert Terence Tinkler is a financial advisor at Raymond James Financial Services Advisors, Inc. Robert has been working in the financial industry since 2001. Robert holds a Series 6, 7, 24, 51, and 63 securities license and is a Certified Financial Planner. Robert provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, businesses, and institutional clients. Robert is also a registered Investment Advisor in Connecticut. Robert's firm manages over $344 billion in assets.

SPECIALIZATIONS

ADVISOR BIO

Robert Weaver is a financial advisor with Stonex Financial Inc., located in Stamford, CT. Robert has been in the financial industry since November 30, 2009. Robert has experience with Citigroup Global Markets Inc., Promethean Capital Group LLC, CIBC World Markets Corp., Deutsche Bank Securities Inc., and BT Alex. Brown Incorporated. He holds Series 7, Series 63, and SIE licenses. Robert is registered in Connecticut, Florida, New York, and Texas.

SPECIALIZATIONS