Source Capital Group, Inc.

Source Capital Group, Inc. (CRD# 36719) is a financial advisory firm headquartered in Westport, CT. They manage $106,027,333 in 281 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    281
    ACCOUNTS
  • Average Account Value
    $377,321
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

AR, AZ, CA, CO, CT, FL, GA, LA, MA, MI, MN, NC, NH, NJ, NV, NY, OR, PA, RI, SD, TX, UT, VA, WA

Financial Advisors at Source Capital Group, Inc.
Showing 1 - 10 of 27 top financial advisors.
1
David E. Achzet
CRD#: 1209132
4 High Ridge Park, Suite 100, Stamford, CT 06905
93
Wealthminder
score

David Achzet (CRD# 1209132) is an Investment Advisor Representative working at Source Capital Group, Inc. in Stamford, CT and has over 32 years of experience in the finance industry.

2
Renard J. Defilippo
CRD#: 1946146
Saint James, NY
93
Wealthminder
score

Renard Defilippo (CRD# 1946146) is an Investment Advisor Representative working at Source Capital Group, Inc. in Saint James, NY and has over 22 years of experience in the finance industry.

3
Thomas M. Dolan
CRD#: 1267416
2130 Head Quarters Plaza, East Tower 2nd Floor, Morristown, NJ 07960
93
Wealthminder
score

Thomas Dolan (CRD# 1267416) is an Investment Advisor Representative working at Source Capital Group, Inc. in Morristown, NJ and has over 32 years of experience in the finance industry.

4
David W. Harris
CRD#: 237802
276 Post Road West, Westport, CT 06880
93
Wealthminder
score

David Harris (CRD# 237802) is an Investment Advisor Representative working at Source Capital Group, Inc. in Westport, CT and has over 33 years of experience in the finance industry.

5
Eric P. Rabaskas
CRD#: 1698023
276 Post Road West, Westport, CT 06880
93
Wealthminder
score

Eric Rabaskas (CRD# 1698023) is an Investment Advisor Representative working at Source Capital Group, Inc. in Westport, CT and has over 29 years of experience in the finance industry.

6
Mark E. Rosier
CRD#: 2137175
276 Post Road West, Westport, CT 06880
93
Wealthminder
score

Mark Rosier (CRD# 2137175) is an Investment Advisor Representative working at Source Capital Group, Inc. in Westport, CT and has over 22 years of experience in the finance industry.

7
Catherine P. Walsh-Roohe
CRD#: 3216949
2130 Head Quarters Plaza, East Tower 2nd Floor, Morristown, NJ 07960
93
Wealthminder
score

Catherine Walsh-Roohe (CRD# 3216949) is an Investment Advisor Representative working at Source Capital Group, Inc. in Morristown, NJ and has over 17 years of experience in the finance industry.

8
Andrew C. Wyman
CRD#: 2757863
2130 Head Quarters Plaza, East Tower 2nd Floor, Morristown, NJ 07960
93
Wealthminder
score

Andrew Wyman (CRD# 2757863) is an Investment Advisor Representative working at Source Capital Group, Inc. in Morristown, NJ and has over 17 years of experience in the finance industry.

9
Janet L. Zalkin
CRD#: 5769785
570 Park Ave, New York, NY 10065
93
Wealthminder
score

Janet Zalkin (CRD# 5769785) is an Investment Advisor Representative working at Source Capital Group, Inc. in New York, NY and has over 6 years of experience in the finance industry.

10
Joseph P. Cordani
CRD#: 2224212
276 Post Road West, Westport, CT 06880
90
Wealthminder
score

Joseph Cordani (CRD# 2224212) is an Investment Advisor Representative working at Source Capital Group, Inc. in Westport, CT and has over 24 years of experience in the finance industry.

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