Jeffrey Farrar, financial advisor Shelton CT
86 score

Jeffrey Farrar

CRD Number: 3062322
Current Firm: Procyon Private Wealth Partners, LLC

Jeffrey Farrar (CRD# 3062322) is an Investment Advisor Representative working at Procyon Private Wealth Partners, LLC in Shelton, CT and has over 18 years of experience in the finance industry. Jeffrey Farrar 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.

Similar Advisors
Thomas Ford, financial advisor Shelton CT
Thomas L. Ford
CRD# 1613589
Lpl Financial LLC
Score
103
Similar Advisors
Charles Green, financial advisor Shelton CT
Charles M. Green
CRD# 2726777
Springboard Asset Management LLC
Score
103
Similar Advisors
Peter Scholtz, financial advisor Shelton CT
Peter D. Scholtz
CRD# 873183
Scholtz & Co
Score
103
Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Albany, NY Jun 2017 - Current < 1
Procyon Private Wealth Partners, LLC Shelton, CT Jun 2017 - Current < 1
Ubs Financial Services Inc. Stamford, CT Apr 2009 - Jun 2017 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford, CT Jul 1999 - Apr 2009 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey H. Farrar
Phone Number: (203) 920-4080
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    230
    MILLIONS
  • Total Number of Accounts
    556
    ACCOUNTS
  • Average Account Value
    $413,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Farrar and other advisors.
BADGES
86

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.