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HAVILAND & SAMS, LLC
CRD 127175
30 STANFORD DRIVE, 2ND FLOOR, FARMINGTON, CT, 06032, United States
Phone
(860) 678-1414
Fax
(860) 678-1616
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
3 total employees; 2 advisory reps; 97 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees; PERCENTAGE OF ADVISED ASSETS
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $0 |
| High net worth individuals | 80 | $0 |
All web addresses on file
Official SEC filing: View on IAPD