BF
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
75 advisors
Number of Clients
105 clients
Average Client Portfolio
$514.1M average
Assets Under Management
$54.0B
Loading...
Advisor Information
Office location
One Orange Way, C4-S, Windsor, CT, 06095
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Virtus Investment Advisers, LLC
July 2025 - Present · 6 mos
Vp Distributors LLCBroker
July 2025 - Present · 6 mos
Vp Distributors LLC
July 2025 - Present · 6 mos
Previous Registrations
Voya Financial Advisors, INC.
August 2024 - July 2025 · 11 mos
Voya Financial Partners, LLCBroker
May 2012 - September 2015 · 3 yrs 4 mos
Directed Services LLCBroker
May 2012 - September 2015 · 3 yrs 4 mos
Voya America Equities, INC.Broker
May 2012 - September 2015 · 3 yrs 4 mos
Voya Retirement Advisors, LLC Broker
May 2012 - September 2015 · 3 yrs 4 mos
Systematized Benefits Administrators, INC.Broker
May 2012 - February 2014 · 1 yr 9 mos
Voya Financial Advisors, INC. Broker
May 2011 - July 2025 · 14 yrs 2 mos
Ing Financial Advisers, LLCBroker
March 2010 - May 2011 · 1 yr 2 mos
Ing Financial Advisers, LLCBroker
March 2005 - May 2007 · 2 yrs 2 mos
State Registrations1 state
CT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.