Bard Financial Services, Inc.

Bard Financial Services, Inc. (CRD# 110017) is a financial advisory firm headquartered in Branford, CT. They manage $572,996,438 in 1,082 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
388 East Main Street, Branford, CT 06405
http://www.bardfinancial.com
By the Numbers
  • Total Assets Under Management
    573
    MILLION
  • Total Number of Accounts
    1,082
    ACCOUNTS
  • Average Account Value
    $529,572
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MA, NC, NH, NJ, NY, TX, VA

Financial Advisors at Bard Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth Spitzbard, financial advisor Branford CT
Kenneth S. Spitzbard
CRD#: 1474784
388 East Main St, Branford, CT 06405

Kenneth Spitzbard (CRD# 1474784) is an Investment Advisor Representative working at Bard Financial Services, Inc. in Branford, CT and has over 37 years of experience in the finance industry.

2
Jeffrey Welsh, financial advisor Branford CT
Jeffrey M. Welsh
CRD#: 2281625
388 East Main St, Branford, CT 06516

Jeffrey Welsh (CRD# 2281625) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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