Financial advisers in Stamford, Connecticut

Adviser profiles

• John SpearsMember of Management CommitteeTweedy, BrowneCRD 808685
• Legrand RedfieldDirector, President & Chief Compliance Officer, TrusteeAsset Management GroupCRD 865752
• HRHoward RothmanManager, CEO, and OwnerVision Investment AdvisorsCRD 1098190
• Neil HackmanPresident, CIO, CEO & OwnerOak Financial GroupCRD 1104206
• John KnoxPrincipal, DirectorCarnegie Capital Asset ManagementCRD 1407389
• Robert WyckoffMember of Management CommitteeTweedy, BrowneCRD 1633652
• KHKevin HansleyInvestment adviser representativeVantage Financial GroupCRD 1669209
• RPRoger ParadisoExecutive Chairman/PrincipalO'Shaughnessy Asset ManagementCRD 1988315
• Keitha KinneHead of Platform OperationsAmg FundsCRD 2039630
• Christopher WolfeChief Investment OfficerGC Wealth Management RIACRD 2055127
• Thomas ShragerMember of Management CommitteeTweedy, BrowneCRD 2069335
• FBFrancis BrownManaging Member and Chief Compliance OfficerAbundant Wealth ManagementCRD 2245427
• Richard HollmannExecutive Vice PresidentNewedge WealthCRD 2321706
• David TillsonPrincipal, Director, Portfolio ManagerCarnegie Capital Asset ManagementCRD 2519824
• CLChristopher LovelessPresident/PrincipalO'Shaughnessy Asset ManagementCRD 2533067
• Jason MinardMember of Management CommitteeTweedy, BrowneCRD 2534329
• EFErin FoleyDirector of Trading/PrincipalO'Shaughnessy Asset ManagementCRD 2673962
• DPDonna PalaisInvestment adviser representativeArgus Investors' CounselCRD 2687928
• EREmanuel Romero-ViciniInvestment adviser representativeVision Investment AdvisorsCRD 2887156
• JKJohn KarafaAml Compliance Officer; Chief Compliance OfficerVision Investment AdvisorsCRD 2927594
• ARAri RosenbaumDirector of Private Wealth Solutions/PrincipalO'Shaughnessy Asset ManagementCRD 2994350
• CSClaudine SpenceDirector of Client Service/PrincipalO'Shaughnessy Asset ManagementCRD 3105453
• MBMatthew ByerExecutive Director & Chief Operating OfficerSpectrum Asset ManagementCRD 3120607
• John HillMember of Management CommitteeTweedy, BrowneCRD 3265511
• Michael OliverPrincipal, Director, Portfolio ManagerCarnegie Capital Asset ManagementCRD 4315680
• KSKristopher SmithChief Operating Officer/PrincipalO'Shaughnessy Asset ManagementCRD 4347963
• GWGregory WerlinichPresident/Chief Compliance Officer/Managing MemberWerlinich Asset ManagementCRD 4646512
• SBScott BartoneChief Product Officer/Co-Head of Investment Management/Portfolio Manager/PrincipalO'Shaughnessy Asset ManagementCRD 5123973
• AMAna MartinezInvestment adviser representativeVision Investment AdvisorsCRD 5288054
• Kyra PalmerCo-Chief Investment OfficerOak Financial GroupCRD 5322792
• POPatrick O'ShaughnessyChairman EmeritusO'Shaughnessy Asset ManagementCRD 5457732
• ETElliot TurnerManaging PartnerRGA Investment AdvisorsCRD 5593722
• ESEhren StanhopeChief Investment Strategist/Co-Head of Investment Management/Portfolio Manager/PrincipalO'Shaughnessy Asset ManagementCRD 5747833
• MRMichelle RossInvestment adviser representativeAsset Management GroupCRD 5809802
• TMTsemach MishalManaging Member/Chief Compliance OfficerTam Capital ManagementCRD 5856634
• LBLuke BerteInvestment adviser representativeVision Investment AdvisorsCRD 6483149
• Benjamin ConnardPrincipal, Director, Portfolio ManagerCarnegie Capital Asset ManagementCRD 7090675
• ARAndrew RibbensInvestment adviser representativeVision Investment AdvisorsCRD 7501728
• NRNicholas RomanoInvestment adviser representativeEagle Wealth AdvisorsCRD 7839532
• Brendan AzoffInvestment adviser representativeAbundant Wealth ManagementCRD 7933680

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.