ADVISOR BIO

Charles Martin Featherston is a registered investment advisor representative with Morgan Stanley. Charles has been in the industry since December 21, 1987, and is currently registered in Connecticut, California, Colorado, Florida, Maryland, New Jersey, New York, Ohio, Pennsylvania, and Utah. Charles has passed the Series 63, Series 65, Series 7, and SIE exams and is an active member of the industry.

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ADVISOR BIO

Charles Rand-Riccardi is a financial advisor registered with Oppenheimer & Co. Inc. Charles joined Oppenheimer & Co. Inc. on May 17, 2024, having previously worked for Morgan Stanley. Charles has been in the industry since December 7, 2022, and has a Series 7TO, SIE, and Series 66 license. Charles has experience in various industries including warehouse, retail, hospitality, and education.

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ADVISOR BIO

Charles Principato is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in Stamford, Connecticut. Charles has been in the securities industry since January 2021 and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since July 2024. Charles holds licenses in Series 7, 66 and SIE exams. Charles has prior experience working at Equitable Advisors, LLC, and First Greenwich Capital Funding Corporation. Charles Principato is a Registered Representative and Investment Advisor Representative in Connecticut and Texas. Charles Principato offers investment advisory services to individuals, businesses, corporations, insurance companies, charitable organizations, state or municipal government entities and pension and profit-sharing plans. Charles is an experienced professional with a strong understanding of the financial markets.

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ADVISOR BIO

Charles H Dullea is an investment advisor representative who has been in the industry since August 2011. Charles is currently registered with UBS Financial Services Inc. and is licensed in both Connecticut and New York. Charles holds the Series 66, Series 7 and SIE licenses. Charles is a highly experienced and knowledgeable investment advisor who can help you achieve your financial goals.

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ADVISOR BIO

Ching Pan is a financial advisor at Citigroup Global Markets Inc. based in Stamford, CT. Ching has been working in the financial industry since 2004. Ching holds the Series 63 license and is a Chartered Financial Analyst. Ching is registered with the state of Connecticut and New York. Ching specializes in providing financial advice to individuals, businesses, and charitable organizations. Ching also provides portfolio management, asset allocation advice, and financial planning services. Ching's previous experience includes working with State Street Global Advisors.

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ADVISOR BIO

Christian Martinez is a financial advisor with RBC Capital Markets, LLC in Stamford, Connecticut. Christian has been a registered representative for over 8 years and has worked in the financial services industry for over 10 years. Christian has experience working with high-net-worth individuals, corporations, and institutions. Christian specializes in providing financial planning, portfolio management, and investment advice to a wide range of clients. Christian previously worked at Fieldpoint Private Securities, LLC in New York, New York and Raymond James & Associates, Inc. in Greenwich, Connecticut. Christian holds the Series 7 and 66 securities licenses.

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Christopher Sherwood is a financial advisor at Morgan Stanley, where he has been with the firm since 2009. Previously, he worked at UBS Financial Services Inc. and Tucker Anthony Incorporated. Christopher has extensive experience in the industry, having started his career in 1995. Christopher's expertise includes portfolio management, financial planning, and asset allocation advice. He is licensed to provide investment advice in 48 states and the District of Columbia. He is also a registered representative with FINRA.

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ADVISOR BIO

Christopher Doherty is a financial advisor with UBS Financial Services Inc. Christopher has been working in the financial industry since 1996. Christopher is registered with both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). He is licensed to sell securities in Connecticut, Florida, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and Texas.

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ADVISOR BIO

Christopher Charles Holland is a financial professional with over 27 years of experience in the financial services industry. Christopher currently works for MML Investors Services, LLC, as a Registered Representative, where he has been employed since March 2017. Prior to that, he held positions at several firms including MSI Financial Services, Inc., EchoTrade LLC, Access Securities, LLC, Weeden & Co. L.P., CF Global Trading, LLC, Bear, Stearns & Co. Inc., First New York Securities L.L.C., Deutsche Bank Securities Inc., ABN AMRO Incorporated, The Chicago Corporation, and Smith Barney Inc.. Christopher is registered with the state of Connecticut. Christopher holds several licenses including Series 7, Series 24, Series 55, Series 63, Series 66, Series 86, and Series 87.

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ADVISOR BIO

Christopher Greco is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Christopher has been in the industry since 2015, and has a Series 7TO, Series 6, Series 63 and Series 66. Christopher is registered with FINRA and the state of Connecticut and holds a number of state registrations. Christopher is dedicated to providing a high level of service to clients. Previous work experience includes JPMorgan Securities LLC, Wells Fargo Clearing Services, LLC, and LPL Financial LLC.

SPECIALIZATIONS