Invested Better
Advisors in Rye, New York
18 Results
Unclaimed

J.p. Morgan Securities LLC

location

RYE, NY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Thomas Sileo is a financial professional with experience in the industry since December 2020. Anthony is currently registered with J.p. Morgan Securities LLC, and previously worked with Northwestern Mutual Investment Services, LLC. Anthony holds Series 6, 63 and SIE licenses. Anthony is registered in Connecticut, Massachusetts, New Jersey, New York, Ohio, and South Dakota.

SPECIALIZATIONS

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

Honey Badger Advisors LLC | CFA ® (Certifications)

location

RYE, NY

disclosure

1 Disclosures

ADVISOR BIO

Bozidar Jovanovic is an investment advisor representative with Honey Badger Advisors LLC. Bozidar is also a Chartered Financial Analyst. Bozidar has been in the industry since February 2015 and holds the Series 66, Series 7 and SIE licenses. Bozidar has experience working with Leumi Investment Services Inc. and William Raveis. He is a professor of practice at Boston College, teaching finance courses. Bozidar offers a variety of investment advisory services including financial planning, pension consulting, portfolio management for individuals and sub-adviser services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
SUBADVISER SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

RYE, NY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christian James Barrett is a registered representative with J.P. Morgan Securities LLC. Christian is licensed in Connecticut, Massachusetts, New Jersey, and New York and has passed the Series 6TO, SIE, and Series 63 exams. Christian specializes in helping clients with their financial planning needs. Christian joined J.P. Morgan Securities LLC in 2021.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

RYE, NY

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Johnson is a financial advisor registered with the state of New York, working at J.P. Morgan Securities LLC. Christopher has been in the industry since August 2007 and has experience in a number of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., HSBC Securities (USA) Inc., and Chase Investment Services Corp. Christopher holds FINRA Series 6, 7, 63, and 65 licenses as well as the SIE. The advisor specializes in providing financial advice and services to high-net-worth individuals, corporations, businesses, insurance companies, and charitable organizations.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

RYE, NY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

David Estrada is a licensed securities professional with over 6 years of experience in the financial services industry. David is currently registered with J.P. Morgan Securities LLC and holds the Series 6, Series 63, and SIE licenses. David has a track record of providing financial advice to individuals and businesses. David's specializations include investments, mutual funds, variable annuities, insurance, and retirement planning.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

RYE, NY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Dompage Dona gaya buddini Vithanage is a registered representative with J.p. Morgan Securities LLC, holding Series 63, Series 6TO and SIE licenses. Dompage has been in the industry since June 2022 and is currently registered in Connecticut, New Jersey, New York and Utah. Dompage is located in RYE, New York.

SPECIALIZATIONS

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

Private Client Services, LLC

location

Rye, NY

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Hilary Lovell is a financial advisor with Private Client Services, LLC. Hilary is based in Rye, NY, and has been in the financial services industry since 2005. Hilary is registered with the state of Maryland. Prior to joining Private Client Services, LLC, Hilary worked at ROYAL ALLIANCE ASSOCIATES, INC. Hilary specializes in providing financial services to high-net-worth individuals, corporations, and other businesses. Hilary also provides financial planning services to individuals and families. Hilary is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

RYE, NY

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

John Anthony Russo is an active registered representative with J.p. Morgan Securities LLC, based in RYE, NY. John has been in the securities industry since 2008. John has passed the Series 6, Series 7TO, Series 63, and Series 66 exams. John specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. John is also a registered investment advisor representative with the firm.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

RYE, NY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Justin Woss is a financial professional with experience in the industry. Justin has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Justin is currently registered with J.P. Morgan Securities LLC and holds the Series 7, SIE, and Series 66 licenses. Justin specializes in investment planning, pension consulting and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Financial Spyglass� | CFP ® (Certifications)

location

RYE, NY

0 Disclosures

ADVISOR BIO

Louise Hutchins Bryant is a financial professional with over 20 years of experience. Louise is a Certified Financial Planner™ professional and is registered to provide investment advice in New York. Louise Bryant is affiliated with Financial Spyglass and has been with the firm since 2003. Louise specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals

Need help matching

with the right advisor?