Advest Trust Company is a large advisory firm based in Hartford. It manages $826.77 million of regulatory assets for 868 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, Connecticut, North Dakota, Ohio, and Rhode Island.
Advest Trust Company provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Advest Trust Company is $826.77 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Advest Trust Company for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Lee Gerard Kuckro has been acting as President since 1 Apr 1997. Bernadette Kehl has served as the Chief Investment Officer since 1 Jun 2001. Kathleen Cardinal Barbieri joined the executive team most recently as the Chief Compliance Officer.
The principal office where Advest Trust Company performs its advisory services is located at 90 State House Sq, Hartford, CT 06103, which is also the mailing address of the firm. An additional office of the firm is in Upper Arlington, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-509-3000 or by fax 860-509-3571. The normal business hours are 8:20 a.m.- 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.advest.com.