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Distance Only Fairfield, CT
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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
Peter Cappiello (CRD# 6685498) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fairfield, CT and has over 7 years of experience in the finance industry.
Thomas Carbin (CRD# 3258997) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fairfield, CT and has over 24 years of experience in the finance industry.
Christopher Carroll (CRD# 2370468) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fairfield, CT and has over 30 years of experience in the finance industry.
Joshua Carter (CRD# 5652825) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairfield, CT and has over 15 years of experience in the finance industry.
Brenda Catugno (CRD# 2332306) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fairfield, CT and has over 24 years of experience in the finance industry.
Meyer Cheikin (CRD# 869974) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 40 years of experience in the finance industry.
Lindsey Chiarelli (CRD# 5104271) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairfield, CT and has over 18 years of experience in the finance industry.
Victor Chiarelli (CRD# 4360396) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairfield, CT and has over 20 years of experience in the finance industry.
Michael Choniski (CRD# 6227226) is an Investment Advisor Representative and founder of Trendhaven Investment Management, LLC in Brookfield, CT.
Investment Type: Conservative Alternative
Investment Goal: Absolute Return / Wealth Preservation & Growth
Investment Approach: Active Management / Trend Following
Investment Vehicle: Separately Managed Accounts
Account Types: Individual, Joint, Retirement, Trust, Other
Custodian: First Clearing (a Wells Fargo affiliate)
Minimum Investment: $100,000
A Trendhaven managed account is a Conservative Alternative Investment which may be a...
Gregory Coghlan (CRD# 2406808) is an Investment Advisor Representative working at Wells Fargo Advisors in Fairfield, CT and has over 28 years of experience in the finance industry.