ADVISOR BIO

Aaron Zises is a financial advisor with New Edge Wealth. Aaron has been in the industry since 2012 and holds licenses in several states including Connecticut, New York, and Texas. Aaron has a variety of experience in the financial industry, including working with U.S. Bancorp Investments, Inc., Hightower Securities, LLC, and Family Management Securities, LLC. Aaron specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Aaron Redmond is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Aaron has been in the financial industry for 9 years. Aaron is licensed to provide financial advice in Illinois and Texas. Aaron is also registered with FINRA. Previous experience includes working at BOFA SECURITIES, INC..

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ADVISOR BIO

Abbe Falk Large is a financial professional with over 25 years of experience in the industry. Abbe is registered with MML Investors Services, LLC and holds licenses in both Connecticut and Texas. Abbe has a range of expertise in financial planning, pension consulting, asset allocation programs, and portfolio management for individuals and businesses. She also provides educational seminars to clients. Abbe has experience working with individuals, high net worth individuals, corporations, and trusts. Abbe's primary office is located in Stamford, Connecticut.

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ADVISOR BIO

Abigail Katherine Arturi is a registered investment advisor with UBS Financial Services Inc. Abigail has been in the industry since October 2021. Prior to joining UBS, Abigail worked for Vanguard Marketing Corporation. Abigail is registered in 34 states. Abigail holds the Series 66, Series 63, Series 7, and SIE licenses. Abigail specializes in providing portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Adam Christian Robison is a financial professional with over 24 years of experience in the industry. Adam currently works at Stifel, Nicolaus & Company, Inc. in STAMFORD, CT. Adam previously worked at STERNE, AGEE & LEACH, INC., CHAPDELAINE & CO., BANC OF AMERICA SECURITIES LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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ADVISOR BIO

Adam Kohn is a financial professional with over 20 years of experience in the financial services industry. Adam Kohn is registered with Equitable Advisors, LLC, and holds licenses in several states, including California, Connecticut, Florida, Illinois, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Virginia, and Washington. Adam Kohn also has experience with First Allied Securities, Inc. and Centaurus Financial, Inc. Adam Kohn is a Series 6, 7, 63, and 65 licensed professional, and also holds the SIE designation. Adam Kohn has experience providing financial planning and portfolio management services to individuals, businesses, and institutions. Adam Kohn provides financial planning, pension consulting, and portfolio management services to clients.

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Adam Kroll is a registered representative with Equitable Advisors, LLC. Adam is registered in Connecticut, Florida, and Vermont. Adam has a Series 7TO, Series 66, and SIE license. Adam has been in the securities industry since January 5, 2023. Adam is located at 1266 East Main Street, 6th Floor, Stamford, CT 06902. Adam has 1 previous employer. Adam also works as a licensed Real Estate Sales Referral Agent with Weichert Realtors.

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Adam Costantini is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., where Adam has been working since February 2016. Adam holds Series 7, Series 66, and SIE licenses and is registered in 36 states. Adam specializes in portfolio management for individuals and businesses, and offers other advisory services such as performance measurement reports, allocation modeling, IPS, research reports and services, and selection of other advisors. Adam is also a registered Investment Advisor in Texas and Connecticut. Adam has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations.

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ADVISOR BIO

Adam Morton is a registered representative with RBC Capital Markets, LLC. Adam has been in the securities industry since 2001. Adam is registered in multiple states across the country and holds Series 63, 66 and 7 licenses as well as the SIE exam. Prior to working with RBC Capital Markets, LLC, Adam was employed with TUCKER ANTHONY INCORPORATED in Boston, Massachusetts. Adam has experience working with public and private employee benefit plans, endowment funds, foundations, family trusts and various capital/operating funds.

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Adriana Rattinger is a financial advisor registered with Citigroup Global Markets Inc. in Stamford, Connecticut. Adriana has been in the industry since 2016 and previously worked for MORGAN STANLEY. Adriana is registered with the state of Connecticut and has earned her Series 63, Series 7, and SIE licenses. Adriana offers financial planning and asset allocation advice to individuals, corporations, and high-net-worth individuals.

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