Abbas Danesh (CRD# 3264746) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Westbrook, CT and has over 24 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 5623606
Citizens Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Scranton Financial Group | Westbrook, CT | Jan 2018 - Current | 6 |
Sound Income Strategies, LLC | Westbrook, CT | Jan 2018 - Current | 6 |
Danesh Company | Waterford, CT | Apr 2010 - Jan 2018 | 7 |
Wts Proprietary Trading Group, LLC | New York, NY | Sep 2014 - Nov 2014 | < 1 |
G-2 Trading, LLC | New York, NY | Mar 2014 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1999 |
S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- CT
-
Total Assets Under Management2,669MILLIONS
-
Total Number of Accounts20,938ACCOUNTS
-
Average Account Value$127,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.