AdvisorCensus / Financial advisors / Connecticut / Hartford, CT / Fidelity Investments
Financial advisors in Hartford, CT using Fidelity Investments
14 SEC-registered investment advisory firms headquartered in the Hartford, CT metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Apella Wealth | West Hartford | SEC-registered investment adviser | Over $5 billion |
| Connecticut Wealth Management, LLC | Farmington | SEC-registered investment adviser | $1 billion to $5 billion |
| Empower Financial Advisory, LLC | Glastonbury | SEC-registered investment adviser | $500 million to $1 billion |
| Essex Financial Services, Inc. | Essex | SEC-registered investment adviser | $1 billion to $5 billion |
| Jeffrey N. Mehler, CFP LLC | Essex | SEC-registered investment adviser | $100 million to $500 million |
| Johnson Brunetti | Wethersfield | SEC-registered investment adviser | $1 billion to $5 billion |
| Mark Sheptoff Financial Planning LLC | Glastonbury | SEC-registered investment adviser | $100 million to $500 million |
| Milestone Asset Management Group, LLC | Avon | SEC-registered investment adviser | $100 million to $500 million |
| Pasi Investments, LLC | Farmington | SEC-registered investment adviser | $500 million to $1 billion |
| RMC Investment Advisors | West Hartford | SEC-registered investment adviser | $1 billion to $5 billion |
| Sky Investment Group LLC | Hartford | SEC-registered investment adviser | $500 million to $1 billion |
| Spivak Asset Management, LLC | Avon | SEC-registered investment adviser | $100 million to $500 million |
| USI Advisors | Glastonbury | SEC-registered investment adviser | Over $5 billion |
| Wmgna | Farmington | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Hartford, CT using Fidelity Investments. https://advisorcensus.com/advisors/ct/hartford/custodians/fidelity https://advisorcensus.com/advisors/ct/hartford/custodians/fidelity