Glastonbury, CT 95 Glastonbury Boulevard Office

Team
Updated today

Client AUM

$97,520,471,006

Clients

239,764

Advisors

17

Of 1,341 advisors across 159 offices

Location

95 Glastonbury Boulevard, Suite 404

Glastonbury CT 06033

Advisors at this office

17

Advisors at this office

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Jenna F

Series 65, Series 63

Glastonbury, CT

Janney Montgomery Scott

Jenna Fiore is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Fiore has been with Janney since 2026. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Alexander L

Series 66

Glastonbury, CT

Janney Montgomery Scott

Alexander Laureano is a Series 66-credentialed financial advisor with Janney Montgomery Scott, based in Glastonbury, CT. He has one year of experience in the financial industry and previously worked in law enforcement and insurance. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage services, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Brian H

Series 66

Glastonbury, CT

Janney Montgomery Scott

Brian Halter is a Series 66 credentialed financial advisor with six years of industry experience, currently with Janney Montgomery Scott. His prior experience includes roles at Morgan Stanley, Equitable Advisors, and AXA Advisors. Outside of his advisory work, he performs music under the name Brian Halter Music at various venues and private events. 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 clientele including individuals, families, trusts, corporations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Benjamin H

Series 66

Glastonbury, CT

Janney Montgomery Scott

Benjamin Halter is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following two years at RBC Capital Markets. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Samuel J

Series 66

Glastonbury, CT

Janney Montgomery Scott

Samuel Johnson is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott since 2020. Prior to his advisory career, he held various roles including positions at Shaw's and Star Market and Sarah Lawrence College. Janney Montgomery Scott LLC is a large 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 sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Peter H

Series 63, Series 65

Glastonbury, CT

Janney Montgomery Scott

Peter Heger Jr. is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Janney Montgomery Scott since 2007. Outside of his advisory role, he is a partner in Heger Homes LLC, a business involved in homes and business purchases. Janney Montgomery Scott LLC is a large 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 charitable organizations, offering brokerage services, financial planning, and advisory programs with both in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Matthew T

Series 66

Glastonbury, CT

Janney Montgomery Scott

Matthew Trevethan is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has previously worked at Aetna/CVS Health and The Hartford Golf Club. 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, providing brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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James P

Series 63, Series 65

Glastonbury, CT

Janney Montgomery Scott

James Poliner is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2017, with prior experience at Bank of America and Merrill. Janney Montgomery Scott is a large 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 broad range of brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Sharland B

Series 66

Glastonbury, CT

Janney Montgomery Scott

Sharland Baker is a financial advisor with Janney Montgomery Scott in Glastonbury, CT. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Janney in 2018, he worked at RBC Capital Markets and LPL Financial. Janney Montgomery Scott is a large enterprise firm that manages 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, and advisory services through a combination of in-house and third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Timothy S

Series 63, Series 65

Glastonbury, CT

Janney Montgomery Scott

Timothy Sullivan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. His career includes multiple periods at Janney Montgomery Scott LLC as well as roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he maintains a rental property in Marco Island, Florida. 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, offering brokerage services, financial planning, consulting, and various advisory programs, with in-house and third-party portfolio management across multiple platforms.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Troy R

CFP®, Series 63

Glastonbury, CT

Janney Montgomery Scott

Troy Russillo is a CFP® with nine years of industry experience and is currently affiliated with Janney Montgomery Scott in Glastonbury, CT. He has worked at Janney Montgomery Scott since 2022 and previously spent six years with MFS Fund Distributors, Inc. 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 that includes individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Marilyn M

Series 63, Series 65

Glastonbury, CT

Janney Montgomery Scott

Marilyn Mantziaris is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott in various capacities since 2009. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Christopher P

Series 66

Glastonbury, CT

Janney Montgomery Scott

Christopher Peters is a financial advisor with Janney Montgomery Scott in Glastonbury, CT, holding a Series 66 designation and 18 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Peters is involved in charitable activities as the President of Go Hartford! Mayor Mike's Foundation for Kids, where he oversees fundraising and grant distribution. 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 and offers brokerage, financial planning, consulting, and various advisory programs through a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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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.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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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.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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