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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Henry Middlezong (CRD# 7784342) is an Investment Advisor Representative working at Amfa LLC in Darien, CT and has 1 year of experience in the finance industry.
Sydney Moerler (CRD# 6651281) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Darien, CT and has 1 year of experience in the finance industry.
James Monaghan (CRD# 1854619) is an Investment Advisor Representative working at Dss Wealth Management, Inc. in Darien, CT and has over 30 years of experience in the finance industry.
Brian Moss (CRD# 1971907) is an Investment Advisor Representative working at Soaring Capital Management, LLC in Darien, CT and has over 32 years of experience in the finance industry.
Roberto Palladino (CRD# 4613488) is an Investment Advisor Representative working at Crestwood Advisors in Darien, CT and has over 20 years of experience in the finance industry.
Aditya Pattanaik (CRD# 7054811) is an Investment Advisor Representative working at Sprott Asset Management Usa Inc. in Darien, CT and has over 4 years of experience in the finance industry.
Victoria Shorkey (CRD# 6370333) is an Investment Advisor Representative working at Sprott Asset Management Usa Inc. in Darien, CT and has over 4 years of experience in the finance industry.
Philip Thompson (CRD# 6288457) is an Investment Advisor Representative working at Monhegan Capital Management, LLC in Darien, CT and has over 10 years of experience in the finance industry.
Steve Todoruk (CRD# 4632139) is an Investment Advisor Representative working at Sprott Asset Management Usa Inc. in Darien, CT and has over 21 years of experience in the finance industry.
Eric Bloom (CRD# 2708116) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 25 years of experience in the finance industry. Eric Bloom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
In addition, Eric has the RICP, CLU, and ChFC professional designations.