Bard Financial Services, Inc.

Bard Financial Services, Inc. (CRD# 110017) is a financial advisory firm headquartered in Branford, CT. They manage $237,000,000 in 652 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    237
    MILLION
  • Total Number of Accounts
    652
    ACCOUNTS
  • Average Account Value
    $363,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NC, NH, NY, TX

Financial Advisors at Bard Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Joseph F. Schreck
CRD#: 5632091
388 East Main Street, Branford, CT 06405
96
Wealthminder
score

Joseph Schreck (CRD# 5632091) is an Investment Advisor Representative working at Bard Financial Services, Inc. in Branford, CT and has over 7 years of experience in the finance industry. Joseph Schreck 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.

2
Kenneth S. Spitzbard
CRD#: 1474784
388 East Main St, Branford, CT 06405
93
Wealthminder
score

Kenneth Spitzbard (CRD# 1474784) is an Investment Advisor Representative working at Bard Financial Services, Inc. in Branford, CT and has over 30 years of experience in the finance industry.

3
Jeffrey M. Welsh
CRD#: 2281625
388 East Main St, Branford, CT 06516
93
Wealthminder
score

Jeffrey Welsh (CRD# 2281625) is an Investment Advisor Representative working at Bard Financial Services, Inc. in Branford, CT and has over 24 years of experience in the finance industry.

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