Bard Financial Services, Inc.

Bard Financial Services, Inc. (CRD# 110017) is a financial advisory firm headquartered in Branford, CT. They manage $339,000,000 in 793 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    793
    ACCOUNTS
  • Average Account Value
    $427,491
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 - 2 of 2 top financial advisors.
1
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 31 years of experience in the finance industry.

2
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 25 years of experience in the finance industry.

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