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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
Gerald Santoro (CRD# 2862794) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stamford, CT and has over 27 years of experience in the finance industry.
Philip Saravis (CRD# 1176499) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Stamford, CT and has over 40 years of experience in the finance industry.
John Sargent (CRD# 4689890) is an Investment Advisor Representative working at Rockefeller Capital Management in Stamford, CT and has over 20 years of experience in the finance industry.
Edward Schechter (CRD# 5746730) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Stamford, CT and has over 14 years of experience in the finance industry.
James Schellens (CRD# 5992543) is an Investment Advisor Representative working at Phraction Management LLC in Stamford, CT and has over 12 years of experience in the finance industry. James Schellens 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.
Linda Schoff Coletti (CRD# 1997221) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Stamford, CT and has over 7 years of experience in the finance industry.
Michael Scholten (CRD# 2218361) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 29 years of experience in the finance industry.
Carl Scholtz (CRD# 5365510) is an Investment Advisor Representative working at Scholtz & Company, LLC in Stamford, CT and has 1 year of experience in the finance industry.
Scholtz & Company is an investment management firm which provides customized investment services to individuals and institutions. Specifically, Scholtz & Company manages its clients' individual investment accounts to help build and maintain a bright financial future. At Scholtz & Company, we are committed to building lifelong client relationships by providing exceptional service, personalized portfolios and superior long-term performance. These are goals we have been successfully achieving since our firms beginning.
Ronald Schuler (CRD# 4039312) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 23 years of experience in the finance industry.