Melinda Torgerson, financial advisor East Haven CT
89 score

Melinda Torgerson

CRD Number: 5411274
Current Firm: Ctma Wealth Management

Melinda Torgerson (CRD# 5411274) is an Investment Advisor Representative working at Ctma Wealth Management in East Haven, CT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ctma Wealth Management East Haven, CT Jan 2016 - Current < 1
Cetera Investment Advisors LLC Schaumburg, IL Oct 2013 - Current 3
Cetera Financial Specialistst LLC Schaumburg, IL Jul 2013 - Current 3
Abco Wealth Management, LLC East Haven, CT Aug 2007 - Current 9
Ctma Holdings, LLC East Haven, CT Dec 2011 - Jan 2016 4
Bank Of America North Haven, CT Feb 2005 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Melinda R. Torgerson
Phone Number: 203 468 7228
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    79
    MILLIONS
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $897,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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