Be advised. This firm is no longer registered.

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 11 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 34 years of experience in the finance industry.

2
Joseph P. Cordani
CRD#: 2224212
276 Post Road West, Westport, CT 06880
93
Wealthminder
score

Joseph Cordani (CRD# 2224212) is an Investment Advisor Representative working at Source Capital Group, Inc. in Westport, CT and has over 25 years of experience in the finance industry.

3
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 34 years of experience in the finance industry.

4
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 23 years of experience in the finance industry.

5
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 7 years of experience in the finance industry.

6
Robert Williams
CRD#: 1258642
Punta Gorda, FL
83
Wealthminder
score

Robert Williams (CRD# 1258642) is an Investment Advisor Representative working at Source Capital Group, Inc. in Punta Gorda, FL and has over 33 years of experience in the finance industry.

7
Ryan A. Green
CRD#: 5448049
Palmyra, PA
81
Wealthminder
score

Ryan Green (CRD# 5448049) is an Investment Advisor Representative working at Source Capital Group, Inc. in Palmyra, PA and has over 9 years of experience in the finance industry.

8
Brian C. Savage
CRD#: 2620094
445 Park Avenue, 9th Floor, New York, NY 10022
78
Wealthminder
score

Brian Savage (CRD# 2620094) is an Investment Advisor Representative working at Source Capital Group, Inc. in New York, NY and has over 3 years of experience in the finance industry.

9
Richard W. Oakford
CRD#: 1061513
276 Post Road West, Westport, CT 06880
73
Wealthminder
score

Richard Oakford (CRD# 1061513) is an Investment Advisor Representative working at Source Capital Group, Inc. in Westport, CT and has over 35 years of experience in the finance industry.

10
Robert Fitzpatrick
CRD#: 842159
276 Post Road West, Westport, CT 06880
63
Wealthminder
score

Robert Fitzpatrick (CRD# 842159) is an Investment Advisor Representative working at Source Capital Group, Inc. in Westport, CT and has over 20 years of experience in the finance industry.

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