Financial advisers in Guilford, Connecticut
24 profiles with reported offices in Guilford, Connecticut. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Charles AndrioleFounder & Managing Director (Managing Member of LLC)Granite Islands Private WealthCRD 1043075- William MatthesInvestment adviser representativeCompass Wealth ManagementCRD 1127116
Robert MonteManaging Member & Chief Compliance OfficerMonte Financial GroupCRD 1259890
Carolyn MatthesInvestment adviser representativeCompass Wealth ManagementCRD 1357299- Scott AlbraccioInvestment adviser representativeGrey Ledge AdvisorsCRD 1666088
- Michael SchulitzPresident/CEOGrey Ledge AdvisorsCRD 2121882
William LeeteInvestment adviser representativeMonte Financial GroupCRD 2400776
Robert DeluccaFounder & Managing Director (Managing Member of LLC)Granite Islands Private WealthCRD 2509013- Brant WalkerCo-Chief Investment OfficerGrey Ledge AdvisorsCRD 2942850
- Anthony MorgilloInvestment adviser representativeGrey Ledge AdvisorsCRD 3053010
Lorenzo GaudiosoInvestment adviser representativeGranite Islands Private WealthCRD 3230878- John BurzenskiInvestment adviser representativeGrey Ledge AdvisorsCRD 4245878
- Colleen VenterChief Compliance OfficerGrey Ledge AdvisorsCRD 4964085
Michele ArsenaultInvestment adviser representativeGranite Islands Private WealthCRD 5469711
Jason BearOwner/CCOCompass Wealth ManagementCRD 5768783
Emily Clare CafassoInvestment adviser representativeCompass Wealth ManagementCRD 5859840- Jason KishCo-Chief Investment OfficerGrey Ledge AdvisorsCRD 6311409
Alexander MonteInvestment adviser representativeMonte Financial GroupCRD 6351502- Charles ReagleInvestment adviser representativeGrey Ledge AdvisorsCRD 6779245
Cameron DavignonInvestment adviser representativeMonte Financial GroupCRD 7254263
Benjamin MonteInvestment adviser representativeMonte Financial GroupCRD 7274760- Casey HuffmanInvestment adviser representativeKeenanCRD 7369351
- Esme MianoInvestment adviser representativeCompass Wealth ManagementCRD 7628842
Noah LifgrenInvestment adviser representativeMonte Financial GroupCRD 7976335
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.