Danbury, CT Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,832 advisors across 3,562 offices

Location

Danbury CT

Advisors at this office

2

Advisors at this office

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Christopher B

Series 66

Danbury, CT

OSAIC

Christopher Bova is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Drift. Outside of his advisory role, he is a co-owner of Carpe Diem Coffee LLC, a coffee stand and trailer concession. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managers to construct portfolios across various asset classes on either a discretionary or non-discretionary basis.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James B

Series 63, Series 65

Danbury, CT

OSAIC

James Bova is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network Inc. Bova is also involved in insurance sales, including variable annuities, on a commission basis. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses various asset-allocation tools and portfolio management techniques to support client investment needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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