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NAICS 523940 · Portfolio Management and Investment Advice

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Financial advisors in Connecticut

14 financial advisors listed in Connecticut, each checked against the issuer's record. In the published order.

  1. Aqr Capital Management LLC

    ActiveOther organization registered in SAM.gov

    Greenwich, CT

    Ask it
    Proof for Aqr Capital Management LLC
    SAM.gov registration
    SAM.gov HKGETVE7JKR8
    Issuer
    SAM.gov
    Status
    Active
    Class
    Other organization registered in SAM.gov
    Expires
    Nov 4, 2026
    Checked
    Oct 23, 2026
    Where
    Greenwich, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  2. Arga Investment Management LP

    ActivePartnership or limited liability partnership registered in SAM.gov

    Stamford, CT

    Ask it
    Proof for Arga Investment Management LP
    SAM.gov registration
    SAM.gov LY88LBFTZ8M6
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Sep 17, 2027
    Checked
    Oct 23, 2026
    Where
    Stamford, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  3. Community Economic Development Fund Corporation the

    ActiveCorporation registered in SAM.gov

    Meriden, CT

    Ask it
    Proof for Community Economic Development Fund Corporation the
    SAM.gov registration
    SAM.gov MUXWWRVVKJL8
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    May 27, 2027
    Checked
    Oct 23, 2026
    Where
    Meriden, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  4. Mbs Mantra LLC, Samir Shah

    ActiveSole proprietorship registered in SAM.gov

    Stamford, CT

    Ask it
    Proof for Mbs Mantra LLC, Samir Shah
    SAM.gov registration
    SAM.gov MPPGBMHPKA15
    Issuer
    SAM.gov
    Status
    Active
    Class
    Sole proprietorship registered in SAM.gov
    Expires
    Sep 28, 2027
    Checked
    Oct 23, 2026
    Where
    Stamford, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  5. Morgan & Holmes LLC

    ActiveSole proprietorship registered in SAM.gov

    Manchester, CT

    Ask it
    Proof for Morgan & Holmes LLC
    SAM.gov registration
    SAM.gov U6SRCZ7VS349
    Issuer
    SAM.gov
    Status
    Active
    Class
    Sole proprietorship registered in SAM.gov
    Expires
    Feb 5, 2027
    Checked
    Oct 23, 2026
    Where
    Manchester, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  6. Pentalpha Funding, LLC

    ActiveCorporation registered in SAM.gov

    Greenwich, CT

    Ask it
    Proof for Pentalpha Funding, LLC
    SAM.gov registration
    SAM.gov V62AC62KA1Z8
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Nov 5, 2026
    Checked
    Oct 23, 2026
    Where
    Greenwich, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  7. Roundtable Financial Group LLC

    ActiveCorporation registered in SAM.gov

    Stamford, CT

    Ask it
    Proof for Roundtable Financial Group LLC
    SAM.gov registration
    SAM.gov V1HMUW8NM6V5
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Jan 20, 2027
    Checked
    Oct 23, 2026
    Where
    Stamford, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  8. The Centercap Group LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    Stamford, CT

    Ask it
    Proof for The Centercap Group LLC
    SAM.gov registration
    SAM.gov FQ3LLPJMPUM3
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Apr 14, 2027
    Checked
    Oct 23, 2026
    Where
    Stamford, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  9. US Bank National Association, Wealth Corporate Commercial and Institutional Banking

    ActiveCorporation registered in SAM.gov

    Hartford, CT

    Ask it
    Proof for US Bank National Association, Wealth Corporate Commercial and Institutional Banking
    SAM.gov registration
    SAM.gov UC58VM5AG1B4
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Mar 11, 2027
    Checked
    Oct 23, 2026
    Where
    Hartford, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  10. Wright Investors Service Inc, Wright Investors' Service Inc

    ActiveCorporation registered in SAM.gov

    Shelton, CT

    Ask it
    Proof for Wright Investors Service Inc, Wright Investors' Service Inc
    SAM.gov registration
    SAM.gov V7GQML26HPX8
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Apr 8, 2027
    Checked
    Oct 23, 2026
    Where
    Shelton, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  11. Lupacchino Financial LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    Meriden, CT

    Ask it
    Proof for Lupacchino Financial LLC
    SAM.gov registration
    SAM.gov LAXVAMAQ7QS8
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Nov 5, 2026
    Checked
    Oct 23, 2026
    Where
    Meriden, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  12. Montauk Climate Holdings LLC

    ActiveCorporation registered in SAM.gov

    Greenwich, CT

    Ask it
    Proof for Montauk Climate Holdings LLC
    SAM.gov registration
    SAM.gov X39VJ6RK1UQ2
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Aug 11, 2027
    Checked
    Oct 23, 2026
    Where
    Greenwich, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  13. Performance Equity Management, LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    Greenwich, CT

    Ask it
    Proof for Performance Equity Management, LLC
    SAM.gov registration
    SAM.gov SGE8AKA7TDL9
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    May 28, 2027
    Checked
    Oct 23, 2026
    Where
    Greenwich, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  14. Rampart Asset Management, LLC

    ActiveOther organization registered in SAM.gov

    Stamford, CT

    Ask it
    Proof for Rampart Asset Management, LLC
    SAM.gov registration
    SAM.gov NLARMM3FLNA6
    Issuer
    SAM.gov
    Status
    Active
    Class
    Other organization registered in SAM.gov
    Expires
    Jun 29, 2027
    Checked
    Oct 23, 2026
    Where
    Stamford, CT · serves Connecticut
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

Cities

Stamford 5

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