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Financial Advisors in Connecticut
11,410 Results
Unclaimed

MML Investors Services, LLC

location

SHELTON, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Orvis is a financial advisor with MML Investors Services, LLC. Ryan has been in the financial services industry since 2017 and holds the following licenses: Series 6, Series 7TO, Series 63 and Series 65. Ryan is also a registered Investment Advisor Representative in Connecticut. Ryan specializes in asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Ryan also works as an Independent Insurance Agent with experience in Life, Fixed Annuities, Disability, Long-term care, Health and Property & Casualty.

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

Jackson, Grant Investment Advisers, Inc.

location

STAMFORD, CT

0 Disclosures

ADVISOR BIO

Ryan V Flynn is an Investment Advisor Representative with Jackson, Grant Investment Advisers, Inc. in Stamford, CT. Ryan has been in the industry since August 2014. Ryan is registered with the state of Connecticut. Ryan's experience includes working at St. Lawrence and Jackson, Grant Investment Advisers, Inc.. Ryan offers portfolio management for individuals and financial planning services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
CONSULTING
Unclaimed

Morgan Stanley

location

Greenwich, CT

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Kelly is a financial advisor with Morgan Stanley. Ryan is registered to provide investment advice in multiple states, including Connecticut, New York, and Texas. Ryan has been in the industry since 2020 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ryan holds the Series 66, Series 7, and SIE licenses.

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

Cambridge Investment Research Advisors, Inc.

location

Guilford, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Breen is a financial advisor based in Guilford, Connecticut and has been working in the industry since July 2019. Ryan is a registered representative with Cambridge Investment Research Advisors, Inc. and has previously worked for EDWARD JONES. Ryan is a Series 66, Series 7TO and SIE licensed advisor. Ryan offers financial planning services, pension consulting, educational seminars, market timing services and portfolio management for individuals and businesses. Ryan serves individuals, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities. Ryan is a licensed insurance agent and works with various independent insurance agencies.

SPECIALIZATIONS

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

Greenhouse Wealth Management, LLC | CFP ® (Certifications)

location

WESTPORT, CT

0 Disclosures

ADVISOR BIO

Ryan Callas is a financial advisor at Greenhouse Wealth Management, LLC located in Westport, Connecticut. Ryan has been in the financial services industry since 2008. Ryan holds both Series 7 and Series 66 securities licenses. Ryan is a Certified Financial Planner. Ryan specializes in providing financial advice to individuals and high-net-worth individuals. Ryan is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Polaha is a financial professional registered with Prudential Annuities Distributors, Inc. Ryan has a Series 65 and a Series 6TO. Ryan has also passed the SIE exam. Ryan is currently licensed in Connecticut. Ryan is registered with the FINRA as a registered representative.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Black Swan Wealth Management

location

GLASTONBURY, CT

0 Disclosures

ADVISOR BIO

Ryan Cristopher Groves is an investment advisor representative with Black Swan Wealth Management. Ryan has been in the industry since 2000 and has experience with various investment firms. Ryan is a registered Investment Advisor in Connecticut. Ryan is also a licensed insurance agent in Massachusetts.

SPECIALIZATIONS

Selection of Other Advisors
Unclaimed

Osaic Institutions, Inc.

location

MERIDEN, CT

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Sabina Vegiard is a financial advisor who has been working in the industry since October 15, 2010. Sabina is currently registered with Osaic Institutions, Inc. in Connecticut and Massachusetts. Sabina has a history of working with clients in a variety of capacities, including providing financial planning, portfolio management for individuals, and educational seminars. Sabina holds the Series 6, 7, 63 and 65 securities licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

MML Investors Services, LLC

location

SHELTON, CT

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Sabra G. Donovan is an Investment Advisor Representative at MML Investors Services, LLC in Shelton, CT. Sabra Donovan has been in the industry since 1985. Sabra Donovan has passed the Securities Industry Essentials Examination, the Investment Company Products/Variable Contracts Representative Examination and the Uniform Securities Agent State Law Examination. Sabra Donovan's firm has offices in Shelton, CT, Springfield, MA and other locations. Sabra G. Donovan offers a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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

J.p. Morgan Securities LLC

location

Greenwich, CT

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Sabrina Sims Gordon is a financial advisor registered with J.P. Morgan Securities LLC in Greenwich, CT and has been in the industry since August 2024. Sabrina has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. She also holds licenses in Colorado, District of Columbia, Florida, Louisiana, Maryland and Puerto Rico. Sabrina has experience working in financial services, real estate, and higher education.

SPECIALIZATIONS

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

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