Esme
Miano

Riskbridge Advisors, LLC

CRD#7628842
Investment Advisor
in Norwalk, CT

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About this Advisor

Esme Miano is a financial advisor based in Norwalk, Connecticut, working with Riskbridge Advisors, LLC. Esme has previously held positions in Full-Time Education, Thunderhouse, LLC, and Riskbridge Advisors, LLC. Esme has passed the Series 65 regulatory exam and is registered to provide services in Connecticut, Florida, and Texas. Currently, Esme is part of Riskbridge Advisors, LLC, which operates out of Norwalk, Connecticut. The firm has 2 offices and 7 employees. The firm manages assets totaling $633.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Riskbridge Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

401 Merritt 7 Ph
Norwalk, CT 06851

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Riskbridge Advisors, LLC Brokerage Details

Total Assets Under Management

$633,026,097

CT Average: $5,297,377,271
Total Number of Employees

7

CT Average: 35
Total Number of Accounts

47

CT Average: 690
Average Account Size

$13,468,640

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Esme Miano Work History

2023 - Present (1 year)

Riskbridge Advisors, LLC

2022 - 2023 (1 year)

Riskbridge Advisors, LLC

2021 - 2021 (< 1 year)

Riskbridge Advisors, LLC

2018 - 2021 (3 years)

Thunderhouse, LLC

2012 - 2018 (6 years)

Full-Time Education

Disclosures

Please visit the SEC profile of Esme Miano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Riskbridge Advisors, LLC

William Kennedy
Norwalk, CT
Craig Pfeiffer
Huntington, NY
Esme Miano
Norwalk, CT
Joshua Kaufman
Norwalk, CT
Clay Skurdal
Norwalk, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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