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Stephen Bacon

34 Years of Experience
West Hartford, CT
BrokerSells Insurance

Stephen Bacon is a registered investment advisor, based in West Hartford, CT, with 34 years of industry experience.

Location

62 Lasalle Road, Suite 207, West Hartford, CT, 06107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Stephen works full-time as a financial advisor at Bacon Financial Group, where he sells insurance products including life, long-term care, disability, and annuities. He also owns Bacon & Gendreau Tax Preparation and is a notary public, dedicating significant time to tax preparation and minimal time to notary services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
September 1999 - February 2025 · 25 yrs 5 mos
Concourse Financial Group Securities, INC.Broker
September 1998 - February 2025 · 26 yrs 5 mos
Tower Square Securities, INC.Broker
August 1996 - September 1998 · 2 yrs 1 mo
Advantage Capital CorporationBroker
August 1995 - May 1996 · 9 mos
PFS Investments INC.Broker
February 1991 - May 1995 · 4 yrs 3 mos
State Registrations21 states
AZCACTFLILKYMAMDMINCNHNJNYOHPARISCTXUTVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.