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1,619 advisors near
06085
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Out of 400,000+ nationwide
Jusjeet S
Series 63, Series 66
Windsor, CT
VOYA Financial Advisors, Inc.
Jusjeet Singh is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has worked within the Voya organization since 2014 in various roles including at Voya Financial Partners, LLC and Voya Financial Advisors. In addition to his advisory role, he is an independent insurance agent involved in the sales of fixed insurance products. Voya Financial Advisors, Inc. serves a broad client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary programs alongside discretionary management options.
Ashleigh C
Series 63, Series 65
Simsbury, CT
TD private Client Wealth LLC
Ashleigh Case Briggs is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and four years of industry experience. She has worked with TD Bank N.A. since 2013 and was previously employed at Munson's Chocolates for twelve years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.
Keith W
Series 63, Series 65
Windsor, CT
VOYA Financial Advisors, Inc.
Keith Williams is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014. Outside of his advisory role, Williams provides foster care services for adolescents through the Department of Child & Family Services. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, primarily operating on a recommendation-based, non-discretionary asset management model.
Michael M
Series 63, Series 65
Windsor, CT
VOYA Financial Advisors, Inc.
Michael Meehan is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes multiple roles within Voya and a year with Cetera Adviser Networks LLC. He also holds a notary license. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm provides advice mainly through non-discretionary arrangements and operates both as an SEC-registered investment adviser and a broker-dealer.
Andrew M
Series 63, Series 66
Bristol, CT
Commonwealth Financial Network
Andrew Mcallister is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Commonwealth since 2002. Mcallister is also a co-owner of Federal Hill Financial, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using a broad range of securities and insurance products.
James E
Series 65
W Hartford, CT
Commonwealth Financial Network
James Ebert is a Series 65-licensed financial advisor with Commonwealth Financial Network, bringing eight years of industry experience. He has worked at Commonwealth since 2022 and previously held roles at Renbrook School and Yale University. Outside of his advisory work, he is a co-owner of Pendleton Capital Partners, LLC, an entity involved in commercial and residential real estate investment. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support while allowing advisors discretion in portfolio construction and offering model portfolios managed by its Investment Management and Research team.
Paul S
Series 63, Series 65
Essex, CT
Kestra Advisory
Paul Scileppi is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes tenures at Merrill, UBS Financial Services, and Ameriprise Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.
Michael C
CFP®, Series 66
West Hartford, CT
Commonwealth Financial Network
Michael Ciccarelli is a CFP®-certified financial advisor with approximately four years of industry experience. He is currently affiliated with Commonwealth Financial Network and has prior experience at Merrill and Wells Fargo Advisors. Outside of his advisory work, he has been involved with Tunxis Country Club and Huskies Restaurant and Bar. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 3,000 advisors and hundreds of thousands of clients, managing over $200 billion in assets. The firm offers a broad support platform, including managed-account programs, third-party asset manager access, and custody services.
Wojciech P
Series 66
New Britain, CT
Independent Financial Group, LLC
Wojciech Polowy is a financial advisor with Independent Financial Group, LLC based in New Britain, CT. He holds the Series 66 designation and has 14 years of industry experience, including prior roles at LPL Financial and Ameriprise. Outside of his advisory work, he serves as a voting board member of the Ballet Theater Company. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and manager selection with both passive and active investment strategies.
James C
CFP®, Series 63, Series 65
Plainville, CT
OSAIC Institutions, INC.
James Collins Jr. is a CFP® with 21 years of industry experience, currently affiliated with OSAIC Institutions, Inc. His prior roles include positions at LPL Financial and Webster Investment Services Inc., spanning nearly two decades. He is also a Vice President at ION Bank, where he engages in banking activities alongside his advisory work. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that distinguishes it from many enterprise peers.
Michael L
CFP®, Series 63, Series 66
Glastonbury, CT
Commonwealth Financial Network
Michael Lane is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network and Omnica Wealth since 2021. His prior roles include positions at TIAA, Fidelity, and Strategic Advisers, Inc. Lane is also involved in fixed insurance sales as a minor part of his professional activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, providing technology, compliance, and investment management resources to affiliated advisors who deliver customized portfolio solutions.
Jared B
CFP®, Series 66
West Hartford, CT
Janney Montgomery Scott
Jared Bloxsom is a CFP® professional with 23 years of industry experience, currently serving at Janney Montgomery Scott since 2016. Prior to joining Janney, he worked for Merrill from 2006 to 2016. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and multiple advisory programs through a combination of in-house and third-party portfolio management.
Jarred M
Series 66
Windsor, CT
VOYA Financial Advisors, Inc.
Jarred Mantis is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and eight years of industry experience. His prior roles include positions with Northwestern Mutual Investment Services LLC and the University of Connecticut. He is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice mainly through non-discretionary recommendations across multiple program structures, including wrap programs and third-party money manager access.
Joseph C
Series 66
Glastonbury, CT
Commonwealth Financial Network
Joseph Covill is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Coburn & Meredith, Inc., Next Financial Group, Inc., and Ameriprise. He is also owner of JT Covill LLC, operating under the name CT Financial Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides adviser support through managed-account programs, access to third-party asset managers, and custody/clearing services.
Jeffrey B
Series 63, Series 65
Glastonbury, CT
Janney Montgomery Scott
Jeffrey Bradanini is a financial advisor at Janney Montgomery Scott with five years of industry experience. He previously worked at Beirne Wealth Consulting Services, LLC for nine years. Bradanini serves on the boards of the Cystic Fibrosis Foundation of Connecticut, Friends of Yale New Haven Children's Hospital, and the Boys & Girls Club of Greater New Haven, each in volunteer leadership roles focused on engagement, fundraising, and oversight. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.
Lyle G
Series 66
Farmington, CT
Integrity Alliance, LLC
Lyle Gal is a Series 66-credentialed advisor with Integrity Alliance, LLC, based in Farmington, CT, and has one year of industry experience. Prior to joining Integrity Alliance, he held roles at American Senior Benefits and several First Command entities. Outside of his advisory role, he is involved with American Senior Benefits, focusing on the sales and service of fixed insurance products and Medicare supplements. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides a range of services such as continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, employing various portfolio management strategies and custodial platforms.
Andrew L
CFP®, Series 66
West Hartford, CT
Janney Montgomery Scott
Andrew Lawson is a CFP® with 13 years of industry experience, currently affiliated with Janney Montgomery Scott in West Hartford, CT. He has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage and advisory services supported by both in-house and third-party portfolio management.
Rebecca D
Series 66
West Hartford, CT
Janney Montgomery Scott
Rebecca Dotson is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for nine years before joining Janney in 2017. Outside of her advisory role, she sings with the Sideways Band in East Hampton, CT. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.
Michael L
Series 63, Series 65
West Hartford, CT
Focus Partners Wealth, LLC
Michael Lepore Jr. is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at The Colony Group, GYL Financial Synergies, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with proprietary tools and access to private funds.
Kenneth S
Series 63, Series 65
Glastonbury, CT
Janney Montgomery Scott
Kenneth Sarpu is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2016. Outside of his advisory role, he coaches youth basketball and serves as Basketball Director for the Central Connecticut Deanery/Vicariate under the Archdiocese of Hartford. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a wide range of clients, including individuals, families, trusts, and institutional sponsors. The firm provides investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs and also offers brokerage, financial planning, and consulting services.
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1,619 advisors near
06085
within the area shown on the map
Out of 400,000+ nationwide