Apella Wealth
Apella Wealth (CRD# 171106) is a financial advisory firm headquartered in West Hartford, CT. They manage $3,349,019,931 in 8,605 accounts and serve the financial needs of clients across 34 states (or territories).
-
Total Assets Under Management3,349MILLION
-
Total Number of Accounts8,605ACCOUNTS
-
Average Account Value$389,195
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
James Scanlan (CRD# 1134158) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 40 years of experience in the finance industry.
Harvey Siegel (CRD# 1072771) is an Investment Advisor Representative working at Apella Wealth in Lenox, MA and has over 36 years of experience in the finance industry.
Shawn Steel (CRD# 6161447) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 11 years of experience in the finance industry.
Mary Suplee (CRD# 1290929) is an Investment Advisor Representative working at Apella Wealth in Berwyn, PA and has over 36 years of experience in the finance industry.
William Suplee (CRD# 4744206), an Investment Advisor Representative, is founder and president of Structured Asset Management, Inc. in Berwyn, PA. He provides comprehensive financial planning and investment management services to clients in the western main line and greater Philadelphia area. He has over 35 years of experience in investments and financial planning.
Eric Theiss (CRD# 5614688) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 15 years of experience in the finance industry.
Claire Thornton (CRD# 6504702) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 7 years of experience in the finance industry.
Thomas Walker (CRD# 5776303) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has 1 year of experience in the finance industry.
Evelyn Zohlen (CRD# 3059782) is an Investment Advisor Representative working at Apella Wealth in Huntington Beach, CA and has over 25 years of experience in the finance industry.
Roxana Butnar (CRD# 7449516) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 2 years of experience in the finance industry.