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Elizabeth Lynn Schroeder

HARTFORD INVESTMENT FINANCIAL SERVICES, LLC·SIMSBURY, Connecticut
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200 HOPMEADOW STREET, SIMSBURY, CT 06089CRD# 2986004Firm CRD# 45995
01

About

Elizabeth Lynn Schroeder is a registered financial advisor based in SIMSBURY, Connecticut, affiliated with HARTFORD INVESTMENT FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC
AUM
$50.6B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at HARTFORD INVESTMENT FINANCIAL SERVICES, LLC →
Services
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2986004
Firm CRD# 45995
10 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Elizabeth Lynn Schroeder offer?
Elizabeth Lynn Schroeder specializes in Investment Management, Fee-Only Advisory. Contact their office in SIMSBURY, Connecticut for a consultation.
What are Elizabeth Lynn Schroeder's credentials?
Elizabeth Lynn Schroeder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Lynn Schroeder located?
Elizabeth Lynn Schroeder is based in SIMSBURY, Connecticut, working with HARTFORD INVESTMENT FINANCIAL SERVICES, LLC. Their office serves clients in the SIMSBURY metropolitan area and surrounding communities.
How does Elizabeth Lynn Schroeder charge for services?
Elizabeth Lynn Schroeder's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARTFORD INVESTMENT FINANCIAL SERVICES, LLC?
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC has approximately 11 employees and manages $50.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Scott Coburn — COBURN & MEREDITH, INC.Elizabeth Coburn Derway — COBURN & MEREDITH, INC.Mark William Meredith — COBURN & MEREDITH, INC.Amy C Ferris — COBURN & MEREDITH, INC.Barry Mohun Coburn — COBURN & MEREDITH, 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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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