Taryn Bertetto is a CFP-designated registered investment advisor, based in Stamford, CT, with 12 years of industry experience.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Taryn is support staff at Steward Partners Investment Advisory, LLC and an insurance agent. She also owns Bertetto Quality Trailers and Parts, Bertetto Services (payroll services), and The Dooley Group (support company/DBA), dedicating about a quarter of her time to Bertetto Quality Trailers and Parts and minimal time to Bertetto Services.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Clearing Services, LLCBroker
State Registrations13 states
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