Conifer Investments Ltd

Conifer Investments Ltd (CRD# 106159) is a financial advisory firm headquartered in West Hartford, CT. They manage $416,971,139 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Conifer Investments Ltd
Showing 1 - 1 of 1 top financial advisors.
Carolyn A. Paldino
CRD#: 4363324
61 South Main Street, West Hartford, CT 06107

Carolyn Paldino (CRD# 4363324) is an Investment Advisor Representative working at Conifer Investments Ltd in West Hartford, CT and has 1 year of experience in the finance industry.

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