Yhb Investment Advisors Inc.

Yhb Investment Advisors Inc. (CRD# 105434) is a financial advisory firm headquartered in West Hartford, CT. They manage $1,746,994,000 in 2,731 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,747
    MILLION
  • Total Number of Accounts
    2,731
    ACCOUNTS
  • Average Account Value
    $639,690
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TX, UT, VA, VT, WA

Financial Advisors at Yhb Investment Advisors Inc.
Showing 1 - 10 of 17 top financial advisors.
1
Diane M. Daley
CRD#: 6421303
29 South Main Street, Suite 306, West Hartford, CT 06107

Diane Daley (CRD# 6421303) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 9 years of experience in the finance industry.

2
Elisheva S. Defeo
CRD#: 4892049
29 South Main Street, Suite 306, West Hartford, CT 06107

Elisheva Defeo (CRD# 4892049) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 16 years of experience in the finance industry.

3
Karen A. Dootson
CRD#: 6319801
29 South Main Street, Suite 306, West Hartford, CT 06107

Karen Dootson (CRD# 6319801) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 10 years of experience in the finance industry.

4
Mark W. Everette
CRD#: 4703122
29 South Main Street, Suite 306, West Hartford, CT 06107

Mark Everette (CRD# 4703122) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has 1 year of experience in the finance industry.

5
Dennis P. Hannigan
CRD#: 5081568
29 South Main Street, West Hartford, CT 06107

Dennis Hannigan (CRD# 5081568) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has 1 year of experience in the finance industry.

6
Judith P. Havard
CRD#: 5617148
29 South Main Street, Suite 306, West Hartford, CT 06107

Judith Havard (CRD# 5617148) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has 1 year of experience in the finance industry.

7
Jessica Kott
CRD#: 4549887
29 South Main Street, West Hartford, CT 06107

Jessica Kott (CRD# 4549887) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has 1 year of experience in the finance industry.

8
Thomas M. Manning
CRD#: 5597908
29 South Main Street, Suite 306, West Hartford, CT 06107

Thomas Manning (CRD# 5597908) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 14 years of experience in the finance industry.

9
Paul R. Martel
CRD#: 839466
29 South Main Street, Suite 306, West Hartford, CT 06107

Paul Martel (CRD# 839466) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 37 years of experience in the finance industry.

10
Linda L. Morel
CRD#: 6283368
29 South Main Street, Suite 306, West Hartford, CT 06107

Linda Morel (CRD# 6283368) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 10 years of experience in the finance industry.

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