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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
Jacob Friar (CRD# 6431895) is an Investment Advisor Representative working at Gilman Hill Asset Management, LLC in New Canaan, CT and has 1 year of experience in the finance industry.
Jack Hoelzer (CRD# 7260785) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 2 years of experience in the finance industry.
Susan Kaupie (CRD# 1966893) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 31 years of experience in the finance industry.
Brigid Lahiff (CRD# 7895289) is an Investment Advisor Representative working at Gilman Hill Asset Management, LLC in New Canaan, CT and has 1 year of experience in the finance industry.
Malcolm Meenaghan (CRD# 6184499) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 4 years of experience in the finance industry.
Sandra Rose (CRD# 2185124) is an Investment Advisor Representative working at Lpl Financial LLC in New Canaan, CT and has over 32 years of experience in the finance industry.
Frederick Wadler (CRD# 1418888) is an Investment Advisor Representative working at Golden Eagle Capital Advisors, Inc. in New Canaan, CT and has over 2 years of experience in the finance industry.
Rustam Yamilov (CRD# 6634157) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Canaan, CT and has over 7 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.
Harlan Fischer (CRD# 811927) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Setauket, NY and has over 48 years of experience in the finance industry.