Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
East Hartford, CT, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$160,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
500
Avg Client Age
55
Overview

I work with clients who are typically established with a large Fortune 500 company in Hartford County. I typically work through a financial planning and money management relationship focusing on fee based asset management. I deliver unbiased advice and provide insurance recommendations where I see fit. I provide diversified portfolios with scheduled rebalancing, I don't provide too many individual stock and bond recommendations.

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