Laurence
Brundage

Hfm Wealth Management

CRD#2710671
Investment Advisor
in Hartford, CT

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About this Advisor

Laurence Brundage is a financial advisor who works out of Hartford, Connecticut with 21 years of relevant experience. Brundage is an employee of Hfm Wealth Management. They have been an employee of Hfm Wealth Management for all of their career. Brundage maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut. Hfm Wealth Management is a business that has its headquarters in Hartford, CT. It manages $716 million in total assets across its 197 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm advises 12 charities and foundations. Of its 197 client accounts, just 9% are held by high-net-worth individuals who have at least $1 million in assets. Hfm Wealth Management provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically are based on the type of services offered. However, fees billed by Hfm Wealth Management may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

21 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1 Constitution Plaza, Fl 9
Hartford, CT 06103-1816

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Hfm Wealth Management Brokerage Details

Total Assets Under Management

$715,720,593

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

10

CT Average: 35
Total Number of Accounts

197

CT Average: 690
Average Account Size

$3,633,099

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
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Laurence Brundage Work History

Laurence has been registered as a financial advisor for 21 years.*

2002 - Present (22 years)

Hartford Financial Managment, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Laurence Brundage 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 Hfm Wealth Management

James Reynolds
Hartford, CT
Christopher Pierce
Hartford, CT
Kevin Quiros
Hartford, CT
Laurence Brundage
Hartford, CT
Eric Anderson
Hartford, CT
Rafael Quiros
Hartford, CT

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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