Coburn & Meredith, Inc.

Coburn & Meredith, Inc. (CRD# 164) is a financial advisory firm headquartered in Simsbury, CT. They manage $285,965,020 in 1,563 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    286
    MILLION
  • Total Number of Accounts
    1,563
    ACCOUNTS
  • Average Account Value
    $182,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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, CO, CT, DC, DE, FL, IL, KS, KY, MA, MD, MN, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT, WV

Financial Advisors at Coburn & Meredith, Inc.
Showing 1 - 10 of 24 top financial advisors.
1
Andrew M. Safir
CRD#: 5951152
1 Old Mill Lane, Simsbury, CT 06070
97
Wealthminder
score

Andrew Safir (CRD# 5951152) is a Financial Advisor working at Safir Investments, LLC in Greenland, NH and has 3 year of experience in the financial services industry. Safir Investments LLC is associated with Coburn & Meredith, Inc.

2
Nancy B. Fellinger
CRD#: 2435269
1 Old Mill Lane, Simsbury, CT 06070
96
Wealthminder
score

Nancy Fellinger (CRD# 2435269) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 22 years of experience in the finance industry. Nancy Fellinger 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.

3
Leslie E. Archambault
CRD#: 2864622
1 Old Mill Lane, Simsbury, CT 06070
93
Wealthminder
score

Leslie Archambault (CRD# 2864622) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 19 years of experience in the finance industry.

4
Martin S. Bodner
CRD#: 1180644
1 Old Mill Lane, Simsbury, CT 06070
93
Wealthminder
score

Martin Bodner (CRD# 1180644) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 30 years of experience in the finance industry.

5
Dennie E. Conway
CRD#: 52811
1690 Rdige Road, North Haven, CT 06473
93
Wealthminder
score

Dennie Conway (CRD# 52811) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in North Haven, CT and has over 26 years of experience in the finance industry.

6
Sean F. Flaherty
CRD#: 1453378
1 Old Mill Lane, Simsbury, CT 06070
93
Wealthminder
score

Sean Flaherty (CRD# 1453378) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 30 years of experience in the finance industry.

7
Eugene A. Mota
CRD#: 2180690
1 Old Mill Lane, Simsbury, CT 06070
93
Wealthminder
score

Eugene Mota (CRD# 2180690) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 25 years of experience in the finance industry.

8
Robert E. Mulhaul
CRD#: 713639
1 Old Mill Lane, Simsbury, CT 06070
93
Wealthminder
score

Robert Mulhaul (CRD# 713639) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 36 years of experience in the finance industry.

9
Penny G. Nasiatka
CRD#: 1493369
1 Old Mill Lane, Simsbury, CT 06070
93
Wealthminder
score

Penny Nasiatka (CRD# 1493369) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 19 years of experience in the finance industry.

10
David R. Neal
CRD#: 4560637
1 Old Mill Lane, Simsbury, CT 06070
93
Wealthminder
score

David Neal (CRD# 4560637) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 11 years of experience in the finance industry.

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