WebMar 8, 2024 · The (up to) 100 best firms, with at least one office in Connecticut, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC. Our analysis contains data as of February 22, 2024 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Connecticut are as followed: WebMar 6, 2024 · Qualifications CRD# 873183 Firm CRD# 107363 Series 7, 63, 65 Compensation/Fee Fee-Based Office Location 107 Elm Street, Four Stamford Plaza, 5th Floor, Stamford, CT 06902 Phone Number 203-714-9900 Peter Scholtz is the President, Founder, and lead Portfolio Manager at Scholtz & Company, LLC.
Patrice Holland - Manager, Op.. - Granite Group Advisors
WebMar 13, 2024 · Richard Zipkis has been working as a Co-Founder & Chief Investment Officer at Granite Group Advisors for 18 years. Granite Group Advisors is part of the Finance industry, and located in Connecticut, United States. Granite Group Advisors Location 187 Danbury Rd #2e, Wilton, Connecticut, 06897, United States Description Industry WebGranite Group Advisors is an independent wealth management firm founded by executives with a combined experience of over 100 years in leading financial firms. We have been … 1 Landmark Square Stamford, CT 06901. Click here to visit Granite Group … GRANITE GROUP ADVISORS . RBC CLIENT SOURCE (Your Custodian) … Patrice joined Granite Group Advisors in 2004 and is responsible for all day to … Granite Group Advisors was founded in 2003 by executives with more than 25 … Granite Group Advisors, LLC (“Granite”) is an SEC registered investment adviser … GRANITE GROUP ADVISORS . Granite. Nov 1, 2024; 2 min; Is it folly to predict a … GRANITE GROUP ADVISORS . CLIENT EDUCATION PORTAL. Our Contact: … campbell hausfeld tl1003 specs
Granite Group Advisors Wealth Management
WebGRANITE GROUP ADVISORS, LLC is a Stamford, Connecticut based financial advisory firm with nearly $699,219,369 in assets under management and provides investment advisory services for 1146 clients. There are currently 5 financial advisors at the firm. WebGGA Retirement is an experienced, independent consultant for 401k plans, serving as a 3(38) or 3(21) plan fiduciary. We are a division of Granite Group Advisors, a wealth … WebGranite Group Advisors Employee Directory . Granite Group Advisors corporate office is located in 187 Danbury Rd #2e, Wilton, Connecticut, 06897, United States and has 11 employees. first state bank of holdrege ne