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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Newington, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Scott Allen Miller is a financial advisor who has been in the industry since June 1, 1999. Scott is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since May 14, 2012. Prior to that, Scott worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Advest, Inc. Scott is licensed to provide financial advice in Connecticut, Florida, Georgia, Maryland, Massachusetts, Nebraska, New Hampshire, New Jersey, New York, North Carolina, and Vermont. Scott has a variety of experience in financial planning, portfolio management, and investment advice for individuals, businesses, and pension plans. Scott is committed to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

THE Bank Street Group LLC

location

STAMFORD, CT

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Scott Thomas Padula is a registered representative with The Bank Street Group LLC. Scott has been in the industry for over 2 years and holds a Series 63, Series 79TO, and SIE licenses. Scott is registered with the states of Connecticut and New York. Prior to joining The Bank Street Group LLC, Scott worked at Piper Sandler & Co.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Scott Scheller is a financial professional with over nine years of experience in the industry. Scott is currently registered with Prudential Annuities Distributors, Inc. and is licensed in Pennsylvania. Prior to that, Scott was registered with PRUCO SECURITIES, LLC. and WADDELL & REED.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Voya Financial Advisors, Inc.

location

WINDSOR, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Scott Duncan is a financial advisor with Voya Financial Advisors, Inc. located in Windsor, Connecticut. Scott has been in the financial industry since 2018 and has a broad range of experience advising individuals, families, and businesses. Scott is registered in Arizona and Connecticut.

SPECIALIZATIONS

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

Stonebridge Advisors LLC

location

WILTON, CT

disclosure

1 Disclosures

ADVISOR BIO

Scott Fleming is a financial advisor with over 30 years of experience in the industry. Scott has been with Stonebridge Advisors LLC since 2005, and is a Registered Investment Advisor in both Connecticut and Texas. Prior to joining Stonebridge Advisors LLC, Scott worked at Spectrum Asset Management, Inc. and Drexel Burnham Lambert Incorporated. Scott has a wide range of experience in the industry, having worked with individuals, corporations, investment companies, charitable organizations and endowments. Scott is committed to providing his clients with personalized financial advice and investment management services.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Osaic Wealth, Inc.

location

WATERFORD, CT

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Scott Fluet is an investment advisor representative currently registered with Osaic Wealth, Inc. with office locations in Glastonbury, CT and Waterford, CT. Scott Fluet has been in the financial industry since 1992, and has previously been employed by Securities America, Inc., LPL Financial LLC, National Planning Corporation, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Veravest Investments, Inc. Scott Fluet has passed the Series 6, Series 7, Series 63 and Series 65 exams. Scott Fluet provides financial planning, portfolio management for individuals, and portfolio management for businesses.

SPECIALIZATIONS

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

Pentegra Distributors Inc.

location

SHELTON, CT

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Scott McCarthy is a financial professional with over 14 years of experience in the industry. Scott is currently registered with Pentegra Distributors Inc. in Shelton, Connecticut and holds Series 6, 63, and SIE licenses. Scott is registered in 8 states, including Connecticut, Louisiana, Maryland, Massachusetts, New York, Pennsylvania, Virginia, and Washington.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Knights OF Columbus Asset Advisors LLC

location

NEW HAVEN, CT

0 Disclosures

ADVISOR BIO

Scott Jerome Schweitzer is a financial advisor currently registered with Knights Of Columbus Asset Advisors LLC. Scott has been in the financial industry for over 20 years and has held previous positions with Charles Schwab & Co., Inc., NYLIFE Securities LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Scott has passed the Series 66, Series 7 and SIE exams.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

COLCHESTER, CT

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Scott Aaron Chapman is a financial advisor with over 18 years of experience in the financial services industry. Scott is currently registered with Osaic Wealth, Inc., a firm with over 43,000 clients. Scott has expertise in financial planning and portfolio management for individuals and businesses. Scott's prior experience includes roles at Woodbury Financial Services, Inc. and MetLife Securities Inc. Scott is also a musician and plays in local venues.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

SHELTON, CT

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Scott Panza is a registered representative of MML Investors Services, LLC. Scott has been in the financial industry since 2009 and is licensed to provide financial advice in 40 states. Scott has passed the Series 6, 7, 63 and 65 exams and has earned the SIE designation. Scott's primary business is focused on providing financial planning and asset allocation programs for individuals and businesses.

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

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