Best Investors
Account
Sign in
400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-10 |
Branch Locations
One Greenwich Office Park, Greenwich, CT 06831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connectus Wealth | Greenwich | CT | 11/2023 | 05/2024 |
| Osprey Funds | Fairfield | CT | 01/2022 | 12/2022 |
| Unemployed | New York | NY | 01/2023 | 11/2023 |
| Morgan Stanley | New York | NY | 06/2014 | 05/2021 |
| Unemployed | New York | NY | 06/2021 | 12/2021 |
| Kovitz Investment Group Partners, Llc | Greenwich | CT | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-10 |
Reach out to this advisor