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Financial advisory firms
in Glastonbury, CT.

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

55 financial advisors13 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.

13 advisory firmsCompare public facts. Verify experience directly.
55 financial advisors13 advisory firms1 city

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

ADVICEONE ADVISORY SERVICES, LLCCRD 111614

Advisory firm

Filed advisory firm office: Glastonbury, CT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BRIGGS WEALTH MANAGEMENT, INC.CRD 125518

Advisory firm

Filed advisory firm office: Glastonbury, CT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningOther: CONSULTING; TAX PREPARATION
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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EMPOWER FINANCIAL ADVISORY, LLCCRD 313968

Advisory firm

Filed advisory firm office: Glastonbury, CT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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GREENSLEDGE ASSET MANAGEMENT LLCCRD 307732

Advisory firm

Filed advisory firm office: Glastonbury, CT

Filed firm type: Registered

Other investment advisersPooled investment vehicles (other than ICs)Other: CONSULTING FOR INSTITUTIONAL ACCOUNTSPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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JK PRIVATE WEALTH, LLCCRD 305987

Advisory firm

Filed advisory firm office: Glastonbury, CT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MARK SHEPTOFF FINANCIAL PLANNING LLCCRD 108742

Advisory firm

Filed advisory firm office: Glastonbury, 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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ROSSMORE PRIVATE CAPITAL, LLCCRD 288453

Advisory firm

Filed advisory firm office: Glastonbury, 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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SMITH BROTHERS FINANCIAL, LLCCRD 322951

Advisory firm

Filed advisory firm office: Glastonbury, 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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SOMNIO FINANCIAL GROUP, LLCCRD 174217

Advisory firm

Filed advisory firm office: Glastonbury, 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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SYMMETRY PARTNERSCRD 120982

Advisory firm

Filed advisory firm office: Glastonbury, 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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TOP PRIVATE WEALTHCRD 331000

Advisory firm

Filed advisory firm office: Glastonbury, 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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USI ADVISORSCRD 108113

Advisory firm

Filed advisory firm office: Glastonbury, CT

Filed firm type: Registered

Banking or thrift institutionsBusiness development companiesCharitable organizationsCorporations or other businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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USI SECURITIES, INC.CRD 43793

Advisory firm

Filed advisory firm office: Glastonbury, CT

Filed firm type: Registered

Pension and profit sharing plansSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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