Mjp Wealth Advisors

Mjp Wealth Advisors (CRD# 127654) is a financial advisory firm headquartered in Farmington, CT. They manage $363,200,000 in 985 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    363
    MILLION
  • Total Number of Accounts
    985
    ACCOUNTS
  • Average Account Value
    $368,731
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
  • Selection of other advisers (including private fund managers)
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, CT, FL, HI, MA, ME, NJ, NY, TX, VA

Financial Advisors at Mjp Wealth Advisors
Showing 1 - 8 of 8 top financial advisors.
1
Steven E. Glick
CRD#: 2916876
790 Farmington Ave., Bldg 3e, Farmington, CT 06032
96
Wealthminder
score

Steven Glick (CRD# 2916876) is an Investment Advisor Representative working at Mjp Wealth Advisors in Farmington, CT and has over 20 years of experience in the finance industry. Steven Glick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard D. Hammond
CRD#: 2500861
790 Farmington Ave, Farmington, CT 06032
96
Wealthminder
score

Richard Hammond (CRD# 2500861) is an Investment Advisor Representative working at Mjp Wealth Advisors in Farmington, CT and has over 23 years of experience in the finance industry. Richard Hammond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robert F. Eilers
CRD#: 1387882
790 Farmington Ave, Bldg 3e, Farmington, CT 06063
93
Wealthminder
score

Robert Eilers (CRD# 1387882) is an Investment Advisor Representative working at Mjp Wealth Advisors in Farmington, CT and has over 29 years of experience in the finance industry.

4
Michael Stamos
CRD#: 4164253
790 Farmington Ave., Bldg 3e, Farmington, CT 06032
93
Wealthminder
score

Michael Stamos (CRD# 4164253) is an Investment Advisor Representative working at Mjp Wealth Advisors in Farmington, CT and has over 14 years of experience in the finance industry.

5
Brian H. Vendig
CRD#: 5964397
790 Farmington Avenue, Suite 3e, Farmington, CT 06032
93
Wealthminder
score

Brian Vendig (CRD# 5964397) is an Investment Advisor Representative working at Mjp Wealth Advisors in Farmington, CT and has over 6 years of experience in the finance industry.

6
Michele A. Vendig
CRD#: 4147218
790 Farmington Ave., Farmington, CT 06034
93
Wealthminder
score

Michele Vendig (CRD# 4147218) is an Investment Advisor Representative working at Mjp Wealth Advisors in Farmington, CT and has over 11 years of experience in the finance industry.

7
Theodore N. Kaplan
CRD#: 1063188
790 Farmington Ave., Bldg 3e, Farmington, CT 06032
73
Wealthminder
score

Theodore Kaplan (CRD# 1063188) is an Investment Advisor Representative working at Mjp Wealth Advisors in Farmington, CT and has over 21 years of experience in the finance industry.

8
Morton J. Potoff
CRD#: 366337
Longboat Key, FL
66
Wealthminder
score

Morton Potoff (CRD# 366337) is an Investment Advisor Representative working at Mjp Wealth Advisors in Longboat Key, FL and has over 35 years of experience in the finance industry. Morton Potoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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