Myfinancialpro, LLC

Myfinancialpro, LLC (CRD# 136724) is a financial advisory firm headquartered in Shelton, CT. They manage $65,728,400 in 147 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4 Research Drive, Suite 402, Shelton, CT 06484
https://www.linkedin.com/company/3031555/admin/
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $447,132
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Myfinancialpro, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Lupkas, financial advisor Shelton CT
Stephen J. Lupkas
CRD#: 2628820
Shelton, CT

Stephen Lupkas (CRD# 2628820) is an Investment Advisor Representative working at Myfinancialpro, LLC in Shelton, CT and has over 28 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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