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Financial advisory firms
in Farmington, CT.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

7 financial advisors10 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

10 advisory firmsCompare public facts. Verify experience directly.
7 financial advisors10 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

CONNECTICUT WEALTH MANAGEMENT, LLCCRD 154310

Advisory firm

Filed advisory firm office: Farmington, CT

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HORIZON TECHNOLOGY FINANCECRD 153052

Advisory firm

Filed advisory firm office: Farmington, CT

Filed firm type: Registered

Business development companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MEDALLION WEALTH ADVISORS, LLCCRD 156064

Advisory firm

Filed advisory firm office: Farmington, CT

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MJP WEALTH ADVISORSCRD 127654

Advisory firm

Filed advisory firm office: Farmington, CT

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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NEW ENGLAND ASSET MANAGEMENT, INC.CRD 105900

Advisory firm

Filed advisory firm office: Farmington, CT

Filed firm type: Registered

High net worth individualsInsurance companiesPension and profit sharing plansPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PASI INVESTMENTS, LLCCRD 145640

Advisory firm

Filed advisory firm office: Farmington, CT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansState or municipal government entities
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SAGEBROADVIEW WEALTH MANAGEMENT, LLCCRD 126472

Advisory firm

Filed advisory firm office: Farmington, CT

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SYMETRA INVESTMENT MANAGEMENT COMPANYCRD 312176

Advisory firm

Filed advisory firm office: Farmington, CT

Filed firm type: Registered

Corporations or other businessesInsurance companiesOther investment advisersPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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U.S.A. FINANCIAL & TAX SERVICES, LLCCRD 306214

Advisory firm

Filed advisory firm office: Farmington, CT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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WMGNACRD 125765

Advisory firm

Filed advisory firm office: Farmington, CT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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