Principle Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

290180

SEC number

801-111911

Firm type

RIA

Assets under management

$3.2B as of Jun 17, 2026

Website

www.youtube.com/channel/UC3PiK0SHtvEw5EaHAaxE5kw ↗

Phone

203-318-8892

Address

48 Wall Street, Madison, CT, 06443

Advisors at this firm

21 in our index · page 1 of 1

• June Lori BerglundCRD 7170109 · Madison, CT
  IA RegisteredRegistration inactive
• Michael Joseph CastielloCRD 6382294 · Madison, CT
  IA RegisteredRegistration inactive
• Andrew John CialekCRD 6368405 · Madison, CT
  IA Registered
• David C CopelandCRD 8067920 · Madison, CT
  IA RegisteredRegistration inactive
• Theresa Vivian DonatelliCRD 2358876 · Madison, CT
  IA RegisteredRegistration inactive
• Colin Michael DuganCRD 5422959 · Madison, CT
  IA RegisteredRegistration inactive
• Kyle Joseph FarrellCRD 6917782 · Madison, CT
  IA Registered
• Ryan Scott FamigliettiCRD 7475816 · Madison, CT
  IA RegisteredRegistration inactive
• Brian James GendronCRD 8054387 · Madison, CT
  IA Registered
• John Patrick HanniganCRD 2651795 · Westport, CT
  IA RegisteredRegistration inactive
• Aaron Lester HershmanCRD 8051865 · Madison, CT
  IA Registered
• Rogerella Butler KasimirCRD 2295449 · Madison, CT
  IA RegisteredRegistration inactive
• Amy Alisia LawlerCRD 3104946 · Old Saybrook, CT
  IA RegisteredRegistration inactive
• Christopher Joseph MaccaCRD 6699509 · Madison, CT
  IA RegisteredRegistration inactive
• Margaret Omarra MaruzoCRD 2820825 · Madison, CT
  IA RegisteredRegistration inactive
• Joseph Addison McarawCRD 2275117 · Palm Beach Gardens, FL
  IA RegisteredRegistration inactive
• Julina Lee OgilvieCRD 2928883 · Westport, CT
  IA RegisteredRegistration inactive
• Joshua R OuelletteCRD 6359039 · Madison, CT
  IA RegisteredRegistration inactive
• Robert Santino PaolucciCRD 4292225 · Madison, CT
  IA RegisteredRegistration inactive
• Tracy Ane PiersonCRD 7913854 · Madison, CT
  IA Registered
• Glenn Simon ZavorskasCRD 5243282 · Madison, CT
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.