Mystic, CT Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

3

Of 3,340 advisors across 469 offices

Location

38 East Main Street

Mystic CT 06355

Advisors at this office

3

Advisors at this office

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Raquel T

Series 66

Mystic, CT

STIFEL

Raquel Torres is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has previously worked at Chaminade University of Honolulu, Zillow, and several other companies in various roles. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Leah G

Series 66

Mystic, CT

STIFEL

Leah Goldenthal is a financial advisor at Stifel with seven years of industry experience. She has held positions at Stifel since 2018, as well as roles at GroupeConnect and Digitas prior to that. She holds the Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

General retirement planning Income planning
user avatar

David T

Series 63

Mystic, CT

STIFEL

David Topkin is a financial advisor with Stifel in Mystic, CT, holding a Series 63 designation and 45 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services backed by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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