Troy Sanborn (CRD# 5721597) is an Investment Advisor Representative working at Lpl Financial LLC in Bridgeport, CT and has over 14 years of experience in the finance industry.
CRD# 2915697
Abbondandolo Wealth Management Corp
CRD# 4188944
O'shaughnessy Asset Management, LLC
CRD# 1110398
New Edge Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Montpelier, VT | Aug 2022 - Current | 1 |
| Lpl Financial LLC | Montpelier, VT | Aug 2022 - Current | 1 |
| People's United Advisors, Inc. | Bridgeport, CT | May 2018 - Current | 6 |
| People's Securities Inc. | Bridgeport, CT | Aug 2015 - Current | 8 |
| Chittenden Bank, A Division Of People's United Bank | White River Junction, VT | Apr 2002 - Aug 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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