Yhb Investment Advisors Inc.

Yhb Investment Advisors Inc. (CRD# 105434) is a financial advisory firm headquartered in West Hartford, CT. They manage $1,095,022,125 in 1,855 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,095
    MILLION
  • Total Number of Accounts
    1,855
    ACCOUNTS
  • Average Account Value
    $590,308
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
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, FL, IL, LA, MA, MD, NC, NH, NY, PA, TX

Financial Advisors at Yhb Investment Advisors Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Paul A. Berman
CRD#: 1905383
29 South Main Street, Suite 306, West Hartford, CT 06107
96
Wealthminder
score

Paul Berman (CRD# 1905383) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 19 years of experience in the finance industry.

2
Thomas M. Manning
CRD#: 5597908
29 South Main Street, Suite 306, West Hartford, CT 06107
93
Wealthminder
score

Thomas Manning (CRD# 5597908) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 8 years of experience in the finance industry.

3
Paul R. Martel
CRD#: 839466
29 South Main Street, Suite 306, West Hartford, CT 06107
93
Wealthminder
score

Paul Martel (CRD# 839466) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 31 years of experience in the finance industry.

4
Grace S. Petrarca
CRD#: 2304872
29 South Main Street, West Hartford, CT 06107
93
Wealthminder
score

Grace Petrarca (CRD# 2304872) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 24 years of experience in the finance industry.

5
Dennis P. Hannigan
CRD#: 5081568
29 South Main Street, West Hartford, CT 06107
90
Wealthminder
score

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
90
Wealthminder
score

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
90
Wealthminder
score

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. Jessica Kott 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.

8
Karen A. Dootson
CRD#: 6319801
29 South Main Street, Suite 306, West Hartford, CT 06107
89
Wealthminder
score

Karen Dootson (CRD# 6319801) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 3 years of experience in the finance industry.

9
Linda L. Morel
CRD#: 6283368
29 South Main Street, Suite 306, West Hartford, CT 06107
89
Wealthminder
score

Linda Morel (CRD# 6283368) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 3 years of experience in the finance industry.

10
Diane M. Daley
CRD#: 6421303
29 South Main Street, Suite 306, West Hartford, CT 06107
88
Wealthminder
score

Diane Daley (CRD# 6421303) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.