Coburn & Meredith, Inc.

Coburn & Meredith, Inc. (CRD# 164) is a financial advisory firm headquartered in Simsbury, CT. They manage $307,110,650 in 1,374 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    307
    MILLION
  • Total Number of Accounts
    1,374
    ACCOUNTS
  • Average Account Value
    $223,516
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, GA, IL, KS, KY, MA, MD, MN, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VI, VT, WV

Financial Advisors at Coburn & Meredith, Inc.
Showing 1 - 10 of 23 top financial advisors.
1
Andrew S. Adil
CRD#: 2093525
1340 Sullivan Ave, South Windsor, CT 06074

Andrew Adil (CRD# 2093525) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in South Windsor, CT and has over 16 years of experience in the finance industry.

2
Leslie E. Archambault
CRD#: 2864622
1 Old Mill Lane, Simsbury, CT 06070

Leslie Archambault (CRD# 2864622) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 23 years of experience in the finance industry.

3
Martin S. Bodner
CRD#: 1180644
1 Old Mill Lane, Simsbury, CT 06070

Martin Bodner (CRD# 1180644) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 34 years of experience in the finance industry.

4
Graham J. Chevry
CRD#: 3115706
1 Old Mill Lane, Simsbury, CT 06070

Graham Chevry (CRD# 3115706) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 20 years of experience in the finance industry.

5
Peter A. Clarke
CRD#: 2225280
Nashua, NH

Peter Clarke (CRD# 2225280) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Nashua, NH and has over 28 years of experience in the finance industry.

6
Barry M. Coburn
CRD#: 49264
1 Old Mill Lane, Simsbury, CT 06070

Barry Coburn (CRD# 49264) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 32 years of experience in the finance industry.

7
David S. Coburn
CRD#: 1161246
1 Old Mill Lane, Simsbury, CT 06070

David Coburn (CRD# 1161246) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has 1 year of experience in the finance industry.

8
Robert J. Conaty
CRD#: 1441115
1 Old Mill Lane, Simsbury, CT 06070

Robert Conaty (CRD# 1441115) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 32 years of experience in the finance industry.

9
Robert T. Daly
CRD#: 2333603
1 Old Mill Lane, Simsbury, CT 06070

Robert Daly (CRD# 2333603) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 22 years of experience in the finance industry.

10
Elizabeth C. Derway
CRD#: 1873991
265 Franklin Street, 18th Floor, Boston, MA 02110

Elizabeth Derway (CRD# 1873991) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Boston, MA and has over 31 years of experience in the finance industry.

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