Unclaimed Profile

Evan Woollacott

HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.·BLOOMFIELD, Connecticut

Clean recordHOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.

1300 HALL BOULEVARD, SUITE 1C, BLOOMFIELD, CT 06002CRD# 6298743Firm CRD# 125791

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Evan Woollacott · BLOOMFIELD, CT

Registration

CRD #6298743 · HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Evan Woollacott is a registered financial advisor based in BLOOMFIELD, Connecticut, affiliated with HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.

AUM

$478M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6298743

Firm CRD# 125791

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Frequently Asked Questions

What services does Evan Woollacott offer?

Evan Woollacott specializes in Investment Management. Contact their office in BLOOMFIELD, Connecticut for a consultation.

What are Evan Woollacott's credentials?

Evan Woollacott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Evan Woollacott located?

Evan Woollacott is based in BLOOMFIELD, Connecticut, working with HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.. Their office serves clients in the BLOOMFIELD metropolitan area and surrounding communities.

How does Evan Woollacott charge for services?

Evan Woollacott's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.?

HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. has approximately 7 employees and manages $478M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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