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Distance Only Stamford, CT
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Prescott Romeyn (CRD# 5257839) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 17 years of experience in the finance industry.
Huw Rose (CRD# 2916393) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 21 years of experience in the finance industry.
Ari Rosenbaum (CRD# 2994350) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 18 years of experience in the finance industry.
Michelle Ross (CRD# 5809802) is an Investment Advisor Representative working at Asset Management Group, Inc. in Stamford, CT and has over 6 years of experience in the finance industry.
David Roth (CRD# 1876806) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Stamford, CT and has over 32 years of experience in the finance industry.
Howard Rothman (CRD# 1098190) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 37 years of experience in the finance industry.
Brendan Rueli (CRD# 5205557) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 10 years of experience in the finance industry.
Ronald Sages (CRD# 2365133) is an Investment Advisor Representative working at Eagle Ridge Investment Management LLC in Stamford, CT and has over 31 years of experience in the finance industry. Ronald Sages has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Alexander Saliba (CRD# 2828907) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 27 years of experience in the finance industry.
Alexandra Salvatore (CRD# 6380833) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 9 years of experience in the finance industry.