Enfield, CT Enfield Street Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,217 advisors across 5,115 offices

Location

639 Enfield Street

Enfield CT 06082

Advisors at this office

2

Advisors at this office

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Derek M

Series 63, Series 66

Enfield, CT

Cetera

Derek Meade is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Avantax Advisory Services and Ohio National Insurance. Meade has also been active in his community, serving as president of the North Central CT Chamber of Commerce and as a member of the Rotary Club of Enfield, CT. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jay R

Series 63, Series 66

Enfield, CT

Cetera

Jay Rubman is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Avantax Investment Services, Inc. and operated Rubman & Associates. Rubman is also involved with Innosure Insurance LLC as an insurance sales agent specializing in property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment strategies and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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