Advest Trust Company (Hartford)

Name: Advest Trust Company
Address: 90 State House Sq, Hartford, CT, 06103
Telephone: 860-509-3000

Advest Trust Company is a large advisory firm based in Hartford. It manages $826.77 million of regulatory assets for 868 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, Connecticut, North Dakota, Ohio, and Rhode Island.

Advest Trust Company provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Advest Trust Company: assets under management

The assets under management (AUM) of Advest Trust Company is $826.77 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $225.8 million in discretionary accounts and $600.97 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $364.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.42 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advest Trust Company for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Advest Trust Company

Lee Gerard Kuckro has been acting as President since 1 Apr 1997. Bernadette Kehl has served as the Chief Investment Officer since 1 Jun 2001. Kathleen Cardinal Barbieri joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Member Of The Mony Group The Advest Group	Direct owner	1 Aug 1983	75% - 100%	06-0950444
Bernard Patrick Madden	Director, president, ceo	1 Apr 1997	Other	2472312
Lee Gerard Kuckro	Director	1 Apr 1997	Other	1367573
Corine Thompson Norgaard	Director	1 Apr 1997	Other	4425855
Jeffrey Charles Linfert	Director	1 Apr 1997	Other	4425857
Edmund J Staley	Chief fiduciary officer	1 Aug 2000	Other	4268181
Inc. The Mony Group	Parent company	1 Jan 2001	75% - 100%	13-3976138
Bernadette Kehl	Chief investment officer	1 Jun 2001	Other	4567097
Michael James Deblieux	Operations manager	1 Oct 2001	Other	2863790
Diana Kump Benken	Chief financial officer	1 Oct 2002	Other	4579476
Alexandra Lebenthal	Director	1 Mar 2003	Other	1638099
Kathleen Cardinal Barbieri	Chief compliance officer	1 Jan 2004	Other	2811676

Based in Hartford

The principal office where Advest Trust Company performs its advisory services is located at 90 State House Sq, Hartford, CT 06103, which is also the mailing address of the firm. An additional office of the firm is in Upper Arlington, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-509-3000 or by fax 860-509-3571. The normal business hours are 8:20 a.m.- 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.advest.com.