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Connecticut Investment Advisors

Connecticut Investment Advisors

Financial ServicesFlag of USCheshire, Connecticut, United States1-10 Employees

Company overview

Headquarters1151 S Main St, Cheshire, Connecticut 06410, US
NAICS52
Founded2024
Employees1-10

Key Contact at Connecticut Investment Advisors

Flag of US

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.

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Connecticut Investment Advisors revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Connecticut Investment Advisors has never raised funding before.

Frequently asked questions

Connecticut Investment Advisors is located in Cheshire, Connecticut, US.
Connecticut Investment Advisors was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
Connecticut Investment Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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