Milford, CT Office

Team
Updated today

Client AUM

$2,234,313,383

Clients

8,466

Advisors

2

Of 153 advisors across 98 offices

Location

3 Lafayette St., Suite 101

Milford CT 06460

Advisors at this office

2

Advisors at this office

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Brian B

Series 63, Series 65

Milford, CT

AlphaStar Capital Management

Brian Bach is a financial advisor at AlphaStar Capital Management with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Life Insurance Company and Guardian Life Insurance. Outside of his advisory role, he is involved as a sales agent in individual and group life and health insurance through Milford Financial. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including high-net-worth individuals, trusts, small businesses, and pension plans. The firm employs both model and custom portfolio strategies that utilize strategic asset allocation and quantitative analysis, and it provides a range of services including discretionary portfolio management and retirement plan consulting.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Scott J

ChFC®, Series 63

Milford, CT

AlphaStar Capital Management

Scott Jacob is a financial advisor with AlphaStar Capital Management, holding a ChFC® and Series 63 designation and bringing 22 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Guardian Life Insurance, and Park Avenue Securities. Outside of finance, he is the owner of Flodown Hockey LLC, where he coaches individual and team hockey. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing a combination of strategic asset allocation and quantitative tactical approaches.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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