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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Connecticut involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Connecticut?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Connecticut to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Connecticut financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Connecticut

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Chris North

Creative Planning

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Fairfield, CT 06824
(203) 6236591

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Joe Cortese

Creative Planning

250 Post Road E. Suite 102

Westport, CT 06880
(203) 5354569

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Joe Lussier

Creative Planning

2 Hollyhock Rd. 1st Floor

Wilton, CT 06897
(201) 7054269

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Ken Steeves

Creative Planning

657 Orange Center Rd.

Orange, CT 06477
(203) 4507206

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Tony DiBrino

Creative Planning

250 Post Road E. Suite 102

Westport, CT 06880
(203) 7214165

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Sam Chang CFA®

Capitol Region Group

71 Raymond Road

West Hartford, CT 06107
(860) 4743600

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Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355
(860) 2455078

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Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford, CT 06902
(203) 7149900

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Charles Helme

BH Asset Management, LLC

104 West 40th Street, 5th Floor New York, NY 10018
2 Greenwich Office Park Suite 300

Greenwich, CT 06831
(203) 9876227

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Beth London

Edelman Financial Engines, LLC

74 Batterson Park Road
2nd Floor

Farmington, CT 06032
(860) 2699672

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Douglas A. Kartsen, CFA

DAK Financial Services

11 Wintergreen Ln

Avon, CT 06001
(860) 2698130

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Robert Tubridy, CFP®, MBA, ChFC®

CT Financial Partners

447 Naubuc Ave
Suite 109

Glastonbury, CT 06033
(860) 4309064

List of Additional Financial Advisors in Connecticut*

* Additional advisor listing is provided in partnership with Yext

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Andrew L Cushman - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254679

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Boundless Financial Solutions - Eric Stroehle

135 Day Street
Suite 1C

Newington, CT 06111
8602298409

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Alexander Davidson - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254855

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Nicole Bowler Pecknold - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
2034078188

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Thomas LaPointe - Ameriprise Financial Services, LLC

963 Hopmeadow St

Simsbury, CT 06070
8606515969

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Brian Morgantini - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943022

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B. Scott Gioffre - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943040

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Barbara Taylor-Hatje - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137114

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Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266900

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Anders J. Hurst - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677042

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Adriatic Wealth Management LLC

1266 E Main St
Suite 7004

Stamford, CT 06902
2035396256

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Barbara Arelt - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
8604474857

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Christopher L Fry - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
8604269950

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Bo Zhang - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677016

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Andre Y Weiser - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677103

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Anthony C Passarello - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862106

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Robert J Lucarelli - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
2034078188

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Brian Nerreau - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266942

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Brett Cavalieri - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
8604474861

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Abby Wolman Mcelroy - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216060

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Anthony Corona - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943030

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Nicholas Difalco - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
2033494350

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Adelio Gallucci - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862198

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Donald Piecuch - Ameriprise Financial Services, Inc.

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
8604301919

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Breck Booker - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
8602750723

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Allan Jay - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033560844

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Bruce D Sargent - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216003

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Brian R. Lavigne - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195194

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Brenner LeCompte, CFP® - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943098

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Beat Ryff

500 East Main Street

Branford, CT 06405
2034833132

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Andrew Deck - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195141

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Andrew Florio - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2038615754

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Amy Mooney - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254841

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Boundless Financial Solutions

135 Day Street
Suite 1C

Newington, CT 06111
8602298409

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Arthur W Tuttle - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254807

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Arthur A Auch - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254829

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Jonathan Ingalls - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
8603802138

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Bill Canning - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
8604449313

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Anthony Fabrizio

1055 Post Road

Fairfield, CT 06824
2032545141

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Barbara Ludlow Taussig - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750715

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Bunting and Somma - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
2032224994

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Resolute Point Private Wealth - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
2032628005

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Coastal Wealth Management - Ameriprise Financial Services, LLC

41 E Main St
Fl 1

Mystic, CT 06355
8602450251

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Andrew Livesay - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266937

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Christopher M Pekala - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
8604369444

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Joshua Broder - Ameriprise Financial Services, LLC

430 Highland Ave

Cheshire, CT 06410
2038239114

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Amy Weiser - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677030

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Bolton Financial, LLC

360 Bloomfield Ave.
Suite 402

Windsor, CT 06095
8602981011

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Jason Warnke - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
8604700007

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Michael Chaffee - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
2033861997

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Michael L Feinstein - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
2036108234

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Peter Velcofsky - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
2033780699

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Nicholas Guiditta - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
2032628005

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Drescott Thompson III - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2032851815

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Glenn Ufland - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
2034078189

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Patrick J Skelly - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2032851832

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Christopher Coppola III - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2032851807

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William A Rasmussen - Ameriprise Financial Services, LLC

57 North St
Ste 208

Danbury, CT 06810
2037483751

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Keith Somers - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
2033780699

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Matthew Webber - Ameriprise Financial Services, LLC

1495 Black Rock Tpke
Ste 2A

Fairfield, CT 06825
2033075237

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Deborah Tata - Ameriprise Financial Services, LLC

530 Middlebury Rd
Ste 204B

Middlebury, CT 06762
2037582456

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Bryan Lauriat - Ameriprise Financial Services, LLC

628 Hebron Ave
Ste 301

Glastonbury, CT 06033
8604301780

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Matthew Kennelly - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
2032224994

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Samuel M Fox IV - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2032851808

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Joan Kenney-Romano - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
2032224994

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John Hursh - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2032851828

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Al Baran - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
2033780699

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Philip Bensley - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
2038815504

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The TOPP Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032264731

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John M Picard - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
2034078189

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Jeffrey Benaitis - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
8604667134

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Henry Cormier - Ameriprise Financial Services, LLC

850 Farmington Ave

Farmington, CT 06032
8602849882

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Matthew Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
8604700244

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John Nelson - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
2033494348

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Peter Razzino - Ameriprise Financial Services, LLC

4 Corporate Dr
Ste 480

Shelton, CT 06484
2032250805

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Assuredpartners NE LLC

11 Route 66

Columbia, CT 06237
8606330241

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Jeff Jolly - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
2034078188

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Earle Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
8602919160

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Daniel Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
8602919160

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Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
2034994900

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Ronald R Conarroe - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254821

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The Harbor Pilot Group - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037723970

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Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
8605368118

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Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750700

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The Ceccarelli Hursh Group - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2033871211

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Centurion Wealth Management - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
2038239114

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Morgan Stanley

125 Eugene O'Neill Drive, 1st
Fl

New London, CT 06320
8604449300

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Nancy S Daoud - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
2038815504

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Thien Le - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254678

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Edward Jones - Financial Advisor: Sandra Larson

28 Market Square

Newington, CT 06111
8606650346

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First Suffield Bank | a division of PeoplesBank

1380 Mountain Road

West Suffield, CT 06093
8606683958

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McCary Anheuser Wealth Management

15 North Main Street
Suite 100

West Hartford, CT 06107
8607611000

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Brian Jay - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677020

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Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037723970

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Allstate Personal Financial Representative: Jon Calkins

616 Poquonock Ave

Windsor, CT 06095
8606883000

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Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032264731

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BitX Funding

1700 Post Road
Suite B-10

FAIRFIELD, CT 06824
2037631430

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The G & R Group - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
8602750700

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The 1842 Group - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195140

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Derek Packett - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
2032628005

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Keith Albert - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
8604301919

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Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137100

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Robert Patten - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
8605722581

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Phyllis F Long - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137122

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William Curry - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254877

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Ali M Girardi - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254845

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Richard J. Smalley - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254834

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Mark Jones - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
8008956625

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Stuart Gollomp - Ameriprise Financial Services, LLC

10 Wright St
1st Fl

Westport, CT 06880
2033494355

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Michael C Riley - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
8008956625

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Wilsons Leather

20 Killingworth Tpke
Ste 232A

Clinton, CT 06413
8606649007

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Jonathan Root - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
2034078188

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David Hannah - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
8604667151

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William Robert Nemphos - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
2034078189

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Paul Scileppi - Ameriprise Financial Services, LLC

850 Farmington Ave

Farmington, CT 06032
8602849882

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David P Gershoni - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2032851816

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Joel E Blum - Ameriprise Financial Services, LLC

41 E Main St
Fl 1

Mystic, CT 06355
8602450251

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Edward Pardon - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
2033494338

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Thomas P Collins Jr - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
2033780699

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Farmingbury Financial Services, LLC

724 Wolcott Road
Suite 5

Wolcott, CT 06716
2038791994

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Steven Haas - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
2032628005

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Matthew Clements - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
2033861997

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Kevin M Prell - Ameriprise Financial Services, LLC

963 Hopmeadow St

Simsbury, CT 06070
8606515969

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Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195140

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Dan Donato - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
8603802110

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Betsy Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
8604700245

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Sherrie L Deveau - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1503

East Hartford, CT 06108
8602908880

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Dennis Leone - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
8602899200

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Ross Mannino - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
2036611817

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Alexander Bijanada - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
2032851831

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Gus Kalivas - Ameriprise Financial Services, LLC

44 Old Ridgefield Rd
Ste 216

Wilton, CT 06897
2034545400

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Steven Hahn - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
8604301919

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Daniel Freddino - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
2033780699

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Charles Walz III - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
2034994970

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Stratos Wealth Partners

8 Wright Street
Suite 107

Westport, CT 06880
2032931790

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Spurstone

15 Ensign Drive

Avon, CT 06001
8602641111

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The Snetro Group - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862115

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Paradigm Financial Partners

315 Post Road West

Westport, CT 06880
2032213085

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Compass Rose Strategic Partners LLC

426 Boston Post Road
Suite A

Waterford, CT 06385
8604377600

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Pillar Plan Financial

345 Highland Avenue
Suite 101

Cheshire, CT 06410
2032375696

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RJS Financial Group

41 Kings Highway Box 3

Gales Ferry, CT 06335
8604640433

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Lewis Kasowitz - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266924

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Cammi Oyabe - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137157

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The Waterline Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036613330

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Kevin M Nichols - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254681

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Leslie Williams - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862193

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Ferro Financial Group

100 Mill Plain Road

Danbury, CT 06811
2035463428

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Douglas M. Gordon

65 LaSalle Rd
Ste 200

West Hartford, CT 06107
8603134814

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Tunxis Wealth Management 

231 Farmington Avenue
2nd Floor

Farmington, CT 06032
8606764404

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The JH Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266900

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Liberty Wealth Advisors

707 Summer Street
4th Floor

Stamford, CT 06901
2033236666

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Scranton Financial Group

1921 Boston Post Road
#8

Westbrook, CT 06498
8603998202

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William Mills - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
8604474847

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Fiscal Dynamics, Inc

314 Farmington Ave

Farmington, CT 06032
8606771753

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Nutmeg Advisory Group

2 Washington Avenue

North Haven, CT 06473
2039096003

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Stable Income For Life

43 Harbor Drive
Unit 309

Stamford, CT 06902
2035616560

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Optimum Retirement

12 Roosevelt Ave

Mystic, CT 06355
8609803168

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Peter F McCabe - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254868

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Raymond Wealth Management

360 North Main St
Suite 4

Southington, CT 06489
2032719220

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GYL Resnick

20 Ketchum Street

Westport, CT 06880
2032268262

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P.C. Planning & Benefits, Inc.

12 Rocklyn Ct.
Suite 101B

West Simsbury, CT 06092
8606511569

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The Castle Group - Morgan Stanley

500 Post Road East

Westport, CT 06880
2032216010

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The Centre Harbour Group - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254681

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The Fairchester Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036613330

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David M Snetro - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862115

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Paul Fitzsimmons - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266946

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Joseph Emil Fortuna - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
8602750744

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Charles Kaywood - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862175

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Glowka Wealth

122 Main Street
Suite 301

New Britain, CT 06051
8608016046

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The TriPoint Group - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
2034994900

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James M Patrick - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266929

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John D Eng - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677100

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Steven Rountos - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943039

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Mark Benedict - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
8605722564

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The Boudreau Murphy Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677025

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Joyce Goldfarb - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224061

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Kristie Jones - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254846

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KT Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216066

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Hillel M Jaffe - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266962

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Edward Kwiatkowski - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216066

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Timothy Romano Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216082

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Steve Lewine - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216035

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Joseph A Pramer - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195145

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Sophie Helenek - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
8604474848

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Hal Rubenstein - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254851

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David McNamara - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216055

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Kyle W. Egress - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137144

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Grant Ulrick Stratos Wealth Partners

105A Newtown Road
Suite 5

Danbury, CT 06810
2036171501

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Steve Butler - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862184

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Charles W. Katter - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195175

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Gerard S Spiegel Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216016

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Laurie Golden-Jeffrey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254817

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Matthew A Lubanko - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862163

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Will Canning - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
8604449308

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Terry F Markey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254884

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Robert Maquat

850 Main Street

Bridgeport, CT 06604
2036617397

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Carolina McGoey - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266964

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Pam McGinley - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2038615712

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Christian A Templeman - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254882

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Christopher Richards - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216097

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Jonathan A Goldstein - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216077

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Rick Krollman - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195179

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Ryan Gildersleeve - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033560878

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Tj Markey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254803

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The Jorgensen Group - Morgan Stanley

225 Asylum St
14th Floor

Hartford, CT 06103
8602750711

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The Gottlieb Group - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195161

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The Ridgefield Group - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943032

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Robert A. Panza - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224060

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David C Volpe Jr. - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
8605722426

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David Janny - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216093

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Francis A Dalton - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750704

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Ernest J Asprelli Jr. - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862164

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Frederick W Booth - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862190

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Suzanne Weiser - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677036

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Paul Chadwick - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266955

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Robert E. Hill - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216086

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David Adams - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
8604474863

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James J Reilly - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254858

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Michael Deskin - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
2034994942

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Karl Mergenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216072

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Victoria C Silver - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254825

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Darden Livesay Jr. - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266938

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Elizabeth Linderman - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750717

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Paul Miolene - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195176

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Roger Marment - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254818

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Matthew A Carrara - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266985

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James Munro - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862159

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Timothy Prete - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750718

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Celeste Dinerman - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137101

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Mario Faustini - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862187

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Philip J Quagliariello - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216064

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Agemy Financial Strategies, Inc

1570 Boston Post Rd
Suite 400

Guilford, CT 06437
2037380026

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Stifel | Metcalf, Cole, & Masopust Wealth Management Group

465 Heritage Road
Suite 2

Southbury, CT 06488
2035864505

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Stifel | Spring Wealth Management Group

38 East Main Street

Mystic, CT 06355
8604403373

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Erin Candler

40 Quality Street

Trumbull, CT 06611
2033387202

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Stacy Capobianco - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862142

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Michael J Weiss - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943028

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Michael Long - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750757

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Gary Gray - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137138

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William Sherlach - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195173

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Peter Neville - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
8602750777

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Santo Borsellino - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266932

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Jonathan E Snyder - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862168

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Keith E Silver - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254805

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Charles Olson

1310 Silas Deane Highway

Wethersfield, CT 06109
8602802688

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Sabrina Angiolillo

1055 Post Road

Fairfield, CT 06824
2032564290

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Robert D Moquin - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
8602750761

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Kevin Edwards - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254850

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Matson Financial Advisors, Inc.

4 Mountainview Terrace
Suite 104

Danbury, CT 06810
2037430131

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Granite Group Advisors

187 Danbury Rd

Wilton, CT 06897
2032107814

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The Coastal Group - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
8604474841

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Peter Ferdinand - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254642

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Dean R Calderoni - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750769

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Clapboard Hill Private Wealth

1265 Post Road East

Westport, CT 06880
2034290406

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Healthtree Financial Fitness LLC

800 Union Ave

Bridgeport, CT 06607
8885592339

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Joann Keller

850 Main Street

Bridgeport, CT 06604
2033387153

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Danny Parenteau - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750741

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Summit Investor Coach

652 Boston Post Rd

Guilford, CT 06437
2034531017

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Christopher Dibble - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
8604474860

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Kanner Financial Services

116 Washington Ave
3rd Fl.

North Haven, CT 06473
2032395370

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George M. Seiler - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195151

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Philip R Gordon - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750707

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Matt Sargent - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216025

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The Gioffre Group - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943080

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Micari Financial Group, LLC

101 Church Avenue

Bristol, CT 06010
8602614746

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New England Payroll Services,LLC

3190 Whitney Avenue
Building 8

Hamden, CT 06518
2032875427

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Edmund Tuska

3395 Main Street

Stratford, CT 06614
2033387206

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Waypoint Wealth Planning

290 Harbor Drive
Workpoint Suite

Stamford, CT 06902
2035889444

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Shiman Partners

15 North Main Street
Suite 100

West Hartford, CT 06107
8602633620

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Dora Sung - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254842

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Thomas Ross - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033560848

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Ned Kelly - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195146

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Li Cao - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254887

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Jodie K. Mamede - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137183

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ProEast Asset Management

225 Oakland Road
Unit 101

South Windsor, CT 06074
8604327233

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Christopher Dursi

143 Federal Road

Brookfield, CT 06804
2033596039

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Robert Baptist

371 Post Road East

Westport, CT 06880
2032545150

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Harpin Capital Mgmt., LLC

14 Plains Road

Essex, CT 06426
8883871149

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Maria Laviola - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862129

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Henry Cooperman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943041

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Stephen Sayegh

500 Shelton Avenue

Huntington, CT 06484
2039268356

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The Landmark Group - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266944

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Daniel Buzzanca

1940 Black Rock Turnpike

Fairfield, CT 06824
2033387108

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Sara Thorson - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254644

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John Murphy - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677176

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Richard H. Streisfeld - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943001

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Rick Granger - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195158

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Buxton Wealth Managment

33 Abbey Lane
Suite 3502

Danbury, CT 06810
5613337391

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Cetera Investors - Ken Chase

111 Founders Plaza
Suite 300

East Hartford, CT 06108
8602824600

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Burr Capital Advisors

10 North Main Street
Suite 213

West Hartford, CT 06107
8606786260

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Pennell Wealth Advisors

200 Mountain Road
Suite 2

Farmington, CT 06032
8606740603

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Daniel J. Wright - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224081

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The Walz Team - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
2034994939

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Merritt M Zahner - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
2034994903

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Robert Daly

401 Monroe Turnpike

Monroe, CT 06468
2032611232

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Caroline Calder - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254820

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John Grayeski

40 Quality Street

Trumbull, CT 06611
2033387203

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Garett Ceraso

1022 High Ridge Road

Stamford, CT 06905
2039682812

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Robert K Mueller - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216011

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Mark Reitman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943011

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Chad D Lombardi - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862162

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The Neville Group - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
8602750777

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Stephanie M. Franchini - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224059

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Tack Simmons - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266903

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James Pelgrift - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943090

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Joseph J Matthews - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195165

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Kathy Reiman - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254814

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Roger Hueglin - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195195

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Peter E Bergendahl - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
8604449302

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Harbor Asset Group - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254629

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Charles Frederick Walz - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
2034994939

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The Panza Wheway Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224060

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Diane E Tuttle - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254816

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Carlton Higbie - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254643

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Richmond Talbot - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254615

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Gregory Makela - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254603

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Gary W Klingner - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033560807

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Ross Galloway - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862111

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Ginny Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266956

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Hughes/Gorman Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677022

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Vincent Mancuso - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254889

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Karl M Anderson - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943037

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Michael W Coughlin - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677106

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Thomas D Sullivan - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137132

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J. Powers Shepard - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266928

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Patrick J. Willcutts - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
4137361166

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Taher Ted Koly - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677067

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John T Daddona - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943032

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Corey Seaquist - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037862169

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C. Avery Buell - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750725

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Robert A Franchini - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254863

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Charles M Featherston - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677110

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Eric Drake - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216071

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Stephanie Mihalakos - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254872

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Patrick Morrow - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216063

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Ronald Balzano - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266957

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Michael J. Bilby - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195185

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Patrick Kennedy - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137174

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The Willow Group - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137138

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George Getz - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254881

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Marc D Danais - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750751

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George Viebrock - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943009

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Peter Grave - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216054

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Derek Angus - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266979

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Peter Chieco - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254897

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James Hurley Jr. - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943031

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Jonathan Gottlieb - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195161

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Lori Jabara - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
2038943021

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Corinne H James - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254673

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Mark Burton - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216047

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Justin Bernier - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137104

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Earl D. Wheway, Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224087

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THE IST GROUP - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
2033195173

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Christopher Cavallaro - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862110

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Thomas Cagganello - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216094

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Marcelo C Ippoliti - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254812

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Jay Wood - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266966

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Nisha B Chisena - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266960

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Pamela Snetro - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862126

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James A Rooney - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
8603137126

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David James Jorgensen - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
8602750711

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Joseph Matthew - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
2037862114

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Rebecca Lilly Brooks - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254809

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Valerie B Dugan - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750779

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Ethan O Reid - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
8602750760

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Jeff Gaggin - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254839

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The Markey Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266900

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Galloway/Capobianco - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
2037723970

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Ryan Birge - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216084

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Stuart Lovejoy - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
2036254862

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Steven M Caputo - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266912

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The Cushman, Curry Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036613330

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Tuttle-Hires Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
2036254807