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 focuses on serving individual and family clients, providing financial planning and acting as a capital allocator by selecting and placing client capital with other advisers. Its client billing mixes hourly and fixed fees along with other fee arrangements. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and does not serve as a pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Cathleen Keane
Financial AdvisorCRD 7084786
Benjamin 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
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