![Anne Driscoll, financial advisor New Canaan CT](/img/ws/profile-blank-sq.png)
Anne Driscoll (CRD# 2927217) is an Investment Advisor Representative working at Advisory Services Network in New Canaan, CT and has over 26 years of experience in the finance industry.
![Ariel Abreu, financial advisor New Canaan CT](/img/ws/profile-blank-sq.png)
CRD# 5956154
J.p. Morgan Securities LLC
![Michael Accinelli, financial advisor New Canaan CT](/img/ws/profile-blank-sq.png)
CRD# 2865203
Gamco Asset Management Inc.
![Gina Accolla, financial advisor New Canaan CT](/img/ws/profile-blank-sq.png)
CRD# 2564494
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Equable Investment Management, LLC | Mount Kisco, NY | Aug 2016 - Current | 7 |
Advisory Services Network, LLC | Atlanta, GA | Aug 2016 - Current | 7 |
Equable Investment Management. LLC | Pound Ridge, NY | Nov 2007 - Aug 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1998 |
S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- CT
-
Total Assets Under Management6,819MILLIONS
-
Total Number of Accounts24,286ACCOUNTS
-
Average Account Value$280,767
- 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
- Selection of other advisers (including private fund managers)
AK, 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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.