Relyea Zuckerberg Hanson, LLC

Relyea Zuckerberg Hanson, LLC (CRD# 125696) is a financial advisory firm headquartered in Stamford, CT. They manage $660,289,000 in 980 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    660
    MILLION
  • Total Number of Accounts
    980
    ACCOUNTS
  • Average Account Value
    $673,764
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
  • 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, IL, MA, MD, NH, NJ, NY, TX, VA

Financial Advisors at Relyea Zuckerberg Hanson, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Spencer M. Cooper
CRD#: 5002273
One Landmark Square, 11th Floor, Stamford, CT 06901
96
Wealthminder
score

Spencer Cooper (CRD# 5002273) is an Investment Advisor Representative working at Relyea Zuckerberg Hanson, LLC in Stamford, CT and has over 10 years of experience in the finance industry. Spencer Cooper 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
Dana A. Millington
CRD#: 2831462
One Landmark Square, Suite 11 Floor, Stamford, CT 06901
96
Wealthminder
score

Dana Millington (CRD# 2831462) is an Investment Advisor Representative working at Relyea Zuckerberg Hanson, LLC in Stamford, CT and has over 19 years of experience in the finance industry. Dana Millington 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
Carl J. Zuckerberg
CRD#: 2215130
One Landmark Square, Suite 11th Floor, Stamford, CT 06901
96
Wealthminder
score

Carl Zuckerberg (CRD# 2215130) is an Investment Advisor Representative working at Relyea Zuckerberg Hanson, LLC in Stamford, CT and has over 24 years of experience in the finance industry. Carl Zuckerberg 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.

4
Christopher M. Auten
CRD#: 5588191
One Landmark Square, 11th Floor, Stamford, CT 06901
93
Wealthminder
score

Christopher Auten (CRD# 5588191) is an Investment Advisor Representative working at Relyea Zuckerberg Hanson, LLC in Stamford, CT and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.