West Hartford, CT 45 South Main Street Office

Team
Updated today

Client AUM

$71,348,969,232

Clients

115,285

Advisors

2

Of 1,447 advisors across 544 offices

Location

45 South Main Street, Suite 203

West Hartford CT 06107

Advisors at this office

2

Advisors at this office

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Eric B

Series 63, Series 65

West Hartford, CT

Kestra Advisory

Eric Bergenn is a financial advisor with Kestra Advisory in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior work includes roles at Mass Mutual Life Insurance Company and Foresters Financial Services. He serves on the Board of Directors of the West Hartford Chamber of Commerce. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Pranish K

Series 66

West Hartford, CT

Kestra Advisory

Pranish Kantesaria is a financial advisor at Kestra Advisory with a Series 66 designation and no prior industry experience. His background includes roles outside of finance, such as positions at Optum Home Infusion, UConn Health Center, and Baylor Scott & White Institute for Rehabilitation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment management, serving clients that include large institutional investors and sovereign wealth funds.

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