Unclaimed Profile

Judith Ellen Saunders

FILOMENO WEALTH MANAGEMENT, LLC·WEST HARTFORD, Connecticut

Series 7, Series 66Clean record24 years registeredFILOMENO WEALTH MANAGEMENT, LLC

80 SOUTH MAIN STREET, WEST HARTFORD, CT 06107CRD# 4331386Firm CRD# 145450

Profile Verification

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

Identity

Judith Ellen Saunders · WEST HARTFORD, CT

Registration

CRD #4331386 · FILOMENO WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FILOMENO WEALTH MANAGEMENT, LLC

FILOMENO WEALTH MANAGEMENT, LLC

Jun 2013 – Jun 2018

WEST HARTFORD, CT

JEFFERSON PILOT SECURITIES CORP

Aug 2002 – Feb 2003

WEST HARTFORD, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 6, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FILOMENO WEALTH MANAGEMENT, LLC

CRD 145450 · SEC 801-68464

AUM

$58M

Regulatory assets under management

Employees

36 client accounts

Services offered by FILOMENO WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FILOMENO WEALTH MANAGEMENT, LLC →

Introduction

Speak with Judith

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Judith is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEST HARTFORD?

Browse all registered financial advisors in WEST HARTFORD, Connecticut or claim this profile if it's yours.

Browse WEST HARTFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Judith Ellen Saunders offer?

Judith Ellen Saunders specializes in Financial Planning, Investment Management.

What are Judith Ellen Saunders's credentials?

Judith Ellen Saunders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Judith Ellen Saunders located?

Judith Ellen Saunders is based in WEST HARTFORD, Connecticut, last registered with FILOMENO WEALTH MANAGEMENT, LLC.

How does Judith Ellen Saunders charge for services?

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

How large is FILOMENO WEALTH MANAGEMENT, LLC?

FILOMENO WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →