HAVILAND & SAMS, LLC
Firm details
- Headquarters
- FARMINGTON, Connecticut
- CRD number
- 127175
- Website
- havilandsams.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Haviland & Sams, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm positions itself as a capital allocator serving individual and family clients, providing financial planning and the selection of third‑party advisers. Its fee arrangements include hourly and fixed fees, along with other fee arrangements. The firm does not self-identify as an active ESG investor and is not classified as a multi‑state or pension consulting adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2BENJAMIN SAMS
Owner and Managing PrincipalCRD 2858844
DIVINA MARCKTELL
Manager of Client ServicesCRD 6341056
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FARMINGTON, CT
HARTFORD
Location
FARMINGTON, CT
Headquartered in FARMINGTON, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 30 Stanford Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
WMGNA
RIAFARMINGTON, CT
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
RIAFARMINGTON, CT
U.S.A. FINANCIAL & TAX SERVICES, LLC
RIAFARMINGTON, CT
MJP WEALTH ADVISORS
RIAFARMINGTON, CT
NAVIGATOR FINANCIAL LLC
RIAFARMINGTON, CT
SYMETRA INVESTMENT MANAGEMENT COMPANY
RIAFARMINGTON, CT