MYFINANCIALPRO, LLC

MYFINANCIALPRO, LLC of SHELTON, CT is an SEC-registered investment adviser (CRD 136724). Regulatory assets under management: $58.4M.

Registration

• CRD: 136724
• Type: Registered investment adviser
• Location: 4 RESEARCH DRIVE, SHELTON, CT, 06484-4312
• Phone: 203-922-1192
• Latest filing: 2026-02-12
• Regulatory AUM: $58.4M
• Discretionary AUM: $58.4M
• Clients: 1
• Accounts: 143

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136724 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search