Kreitler Financial LLC

Kreitler Financial LLC (CRD# 309056) is a financial advisory firm headquartered in New Haven, CT. They manage $476,729,810 in 884 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    477
    MILLION
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $539,287
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NC, NH, NY, PA, TX, VT

Financial Advisors at Kreitler Financial LLC
Showing 1 - 7 of 7 top financial advisors.
1
Bernadette T. Huang
CRD#: 4903420
265 Church Street, Suite 501, New Haven, CT 06510

Bernadette Huang (CRD# 4903420) is an Investment Advisor Representative working at Kreitler Financial LLC in New Haven, CT and has over 19 years of experience in the finance industry.

2
Charles F. Kreitler
CRD#: 4923222
265 Church Street, Suite 501, New Haven, CT 06510

Charles Kreitler (CRD# 4923222) is an Investment Advisor Representative working at Kreitler Financial LLC in New Haven, CT and has over 18 years of experience in the finance industry.

3
Robert P. Kreitler
CRD#: 1402831
265 Church Street, Suite 501, New Haven, CT 06510

Robert Kreitler (CRD# 1402831) is an Investment Advisor Representative working at Kreitler Financial LLC in New Haven, CT and has over 38 years of experience in the finance industry.

4
Jacob W. Ness
CRD#: 5705819
265 Church Street, Suite 501, New Haven, CT 06510

Jacob Ness (CRD# 5705819) is an Investment Advisor Representative working at Kreitler Financial LLC in New Haven, CT and has over 14 years of experience in the finance industry.

5
Beau T. Tillinghast
CRD#: 6449911
265 Church Street, Suite 501, New Haven, CT 06510

Beau Tillinghast (CRD# 6449911) is an Investment Advisor Representative working at Kreitler Financial LLC in New Haven, CT and has over 7 years of experience in the finance industry.

6
Dwayne M. Tyril
CRD#: 7001946
265 Church Street, Suite 501, New Haven, CT 06510

Dwayne Tyril (CRD# 7001946) is an Investment Advisor Representative working at Kreitler Financial LLC in New Haven, CT and has over 5 years of experience in the finance industry.

7
Alyse R. Uzarski
CRD#: 5825595
265 Church Street, Suite 501, New Haven, CT 06510

Alyse Uzarski (CRD# 5825595) is an Investment Advisor Representative working at Kreitler Financial LLC in New Haven, CT and has over 13 years of experience in the finance industry.

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