-
Distance Only New Canaan, CT
-
COMPENSATION Either
-
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
James Perrino (CRD# 6366275) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 7 years of experience in the finance industry.
Richard Reach (CRD# 815302) is an Investment Advisor Representative working at Rlr Capital Management, Inc. in New Canaan, CT and has over 42 years of experience in the finance industry.
Todd Schroeder (CRD# 4664353) is an Investment Advisor Representative working at Moneco Advisors in New Canaan, CT and has over 20 years of experience in the finance industry. Todd Schroeder 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 put clients' interests first and comply with the Financial Planning Practice Standards.
John Seelert (CRD# 3237704) is an Investment Advisor Representative working at Next Station Capital, LLC in New Canaan, CT and has over 23 years of experience in the finance industry.
Amy Sheinberg (CRD# 1199463) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 16 years of experience in the finance industry.
Robin Sherwood (CRD# 4693308) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has 1 year of experience in the finance industry. Robin Sherwood 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Craig Somerby (CRD# 1499942) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 35 years of experience in the finance industry.
Kenneth Southworth (CRD# 2594670) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 28 years of experience in the finance industry.
Peter Stamm (CRD# 5857731) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 13 years of experience in the finance industry.
Gregory Stanek (CRD# 2847034) is an Investment Advisor Representative working at Gilman Hill Asset Management, LLC in New Canaan, CT and has over 14 years of experience in the finance industry.