


Connecticut Investment Advisors
Financial Services • Cheshire, Connecticut, United States • 1-10 Employees
Company overview
| Headquarters | 1151 S Main St, Cheshire, Connecticut 06410, US |
| NAICS | 52 |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Connecticut Investment Advisors
David Nastri
President
About Connecticut Investment Advisors
Connecticut Investment Advisors Inc. is an independent LPL investment management firm founded by David Nastri. David started his career in financial services with a Connecticut based bank. Throughout his time on the institutional side of investment management, he realized that most financial advisors give the same answers to financial questions and offer slightly different versions of the same mutual funds, index funds, and annuities. David sees his role as providing clients with the best possible portfolio managers for each aspect of their financial plan, while also clarifying the risks and opportunities associated with different managers throughout various economic cycles. Every client has their own unique goals and timelines. David grasps these individual aspirations and delivers tailored solutions to meet them. He builds a plan focused on the most important criteria to the client, using combinations of assets to seek a balance of protection, income, and portfolio growth. Blended together, these assets give each client a working plan that promotes financial confidence. David founded Connecticut Investment Advisors to fully leverage the freedom to exercise every aspect of his skills, knowledge and experience to benefit his clients.
Connecticut Investment Advisors revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Connecticut Investment Advisors has never raised funding before.
Frequently asked questions
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