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Financial Advisor   

$525MM AUM | $3.9MM GDC in Stratford, CT

Member Level
Basic
Last Activity
within 2 months

Business Mix:

30% Comm
70% Fee

General

Location
Stratford, CT, US
12 Month Gross Revenue
$3,900,000
Number of Accounts
920
Avg Client Age
55

Overview

Meet high quality professionals that understand the value of working together to deliver exceptional wealth management services to their clients

 
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