Jeffrey Darien, financial advisor Westport CT

Jeffrey Darien

CRD Number: 1946967
Current Firm: Churchill Management Group

Jeffrey Darien (CRD# 1946967) is an Investment Advisor Representative working at Churchill Management Group in Westport, CT and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Churchill Management Group Los Angeles, CA Feb 2021 - Current < 1
Oppenheimer & Company Inc. Stamford, CT May 2019 - Jan 2021 1
Bank Of America, N.a. Stamford, CT Oct 2017 - May 2019 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford, CT Sep 2017 - May 2019 1
Mach Five Westport, CT Oct 2015 - Sep 2017 1
Charles Schwab & Company, Inc. New York City, NY Dec 2012 - Sep 2017 4
Charles Schwab Bank New York City, NY Dec 2012 - Sep 2017 4
Devere Usa Inc. New York, NY Aug 2012 - Dec 2012 < 1
The Ladders LLC New York, NY Feb 2012 - Jul 2012 < 1
Morgan Stanley Smith Barney Inc. New York, NY Oct 2009 - Feb 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
S65 NASAA Investment Advisors Law Examination Oct 1992
S66 NASAA Uniform Combined State Law Examination Jan 2010
Contact Info for Jeffrey G. Darien
Phone Number: 323-937-7110
Registered State(s):
  • CT
  • MA
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    6,567
    MILLIONS
  • Total Number of Accounts
    17,431
    ACCOUNTS
  • Average Account Value
    $376,720
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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