AdvisorCensus / Financial advisors / Connecticut / Waterbury, CT / Fidelity Investments
Financial advisors in Waterbury, CT using Fidelity Investments
6 SEC-registered investment advisory firms headquartered in the Waterbury, 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 |
|---|---|---|---|
| Constitution Investment Advisory and Portfolio Management | Shelton | SEC-registered investment adviser | $100 million to $500 million |
| Cooper Financial Services, Inc. | Shelton | SEC-registered investment adviser | $100 million to $500 million |
| Ganim Private Wealth | Shelton | SEC-registered investment adviser | $100 million to $500 million |
| Investmark Advisory Group LLC | Shelton | SEC-registered investment adviser | $500 million to $1 billion |
| New England Capital Financial Advisors LLC | Cheshire | SEC-registered investment adviser | $500 million to $1 billion |
| Procyon | Shelton | SEC-registered investment adviser | Over $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. Fidelity Investments nationwide
Cite this page
AdvisorCensus. Financial advisors in Waterbury, CT using Fidelity Investments. https://advisorcensus.com/advisors/ct/waterbury/custodians/fidelity https://advisorcensus.com/advisors/ct/waterbury/custodians/fidelity