AdvisorCensus / Financial advisors / Connecticut / Hartford, CT / Pershing LLC
Financial advisors in Hartford, CT using Pershing LLC
4 SEC-registered investment advisory firms headquartered in the Hartford, CT metro area name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Adviceone Advisory Services, LLC | Glastonbury | SEC-registered investment adviser | $1 billion to $5 billion |
| Essex Financial Services, Inc. | Essex | SEC-registered investment adviser | $1 billion to $5 billion |
| Sky Investment Group LLC | Hartford | SEC-registered investment adviser | $500 million to $1 billion |
| Voya Financial Advisors, Inc. | Windsor | SEC-registered investment adviser | $1 billion to $5 billion |
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. Pershing LLC nationwide
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AdvisorCensus. Financial advisors in Hartford, CT using Pershing LLC. https://advisorcensus.com/advisors/ct/hartford/custodians/pershing https://advisorcensus.com/advisors/ct/hartford/custodians/pershing