Mccauley Investments Advisors LLC

Mccauley Investments Advisors LLC (CRD# 171742) is a financial advisory firm headquartered in Guilford, CT. They manage $9,190,000 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
138 Sam Hill Road, P. O. Box 409, Guilford, CT 06437
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $191,458
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Mccauley Investments Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
John McCauley, financial advisor Guilford CT
John J. McCauley
CRD#: 1275230
138 Sam Hill Road, P. O. Box 409, Guilford, CT 06437

John McCauley (CRD# 1275230) is an Investment Advisor Representative working at Mccauley Investments Advisors LLC in Guilford, CT and has over 39 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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