Senior Financial Advisors, Inc.

Senior Financial Advisors, Inc. (CRD# 139518) is a financial advisory firm headquartered in Shelton, CT. They manage $42,365,819 in 412 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $102,830
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
  • Educational seminars/workshops
  • Other
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.

CT

Financial Advisors at Senior Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mauriel A. Vega
CRD#: 5772932
1 Corporate Drive, Suite 105, Shelton, CT 06484
93
Wealthminder
score

Mauriel Vega (CRD# 5772932) is an Investment Advisor Representative working at Senior Financial Advisors, Inc. in Shelton, CT and has over 7 years of experience in the finance industry.

2
William T. Leavitt
CRD#: 2408292
1 Corporate Drive, Suite 105, Shelton, CT 06484
73
Wealthminder
score

William Leavitt (CRD# 2408292) is an Investment Advisor Representative working at Senior Financial Advisors, Inc. in Shelton, CT and has over 24 years of experience in the finance industry.

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