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Evan Woollacott

HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.·BLOOMFIELD, Connecticut
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1300 HALL BOULEVARD, SUITE 1C, BLOOMFIELD, CT 06002CRD# 6298743Firm CRD# 125791
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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.

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Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
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Firm Overview

Firm
HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.
HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.
AUM
$478M
Regulatory assets under management
Employees
7
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
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6298743
Firm CRD# 125791
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in BLOOMFIELD
John Nelson Fuller — HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.Frank Sataline — CIGNA INVESTMENTS, INC.Christopher Snow — CIGNA INVESTMENTS, INC.David Andrew Russell — CIGNA INVESTMENTS, INC.Lisa Marie Candera — CIGNA INVESTMENTS, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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