WORRELL ADVISORY SERVICES

WORRELL ADVISORY SERVICES of BRANFORD, CT is an SEC-registered investment adviser (CRD 285888). Regulatory assets under management: $6.3M.

Registration

• CRD: 285888
• Type: Registered investment adviser
• Location: 202 S. MONTOWESE STREET, BRANFORD, CT, 06405
• Phone: 203-315-1059
• Latest filing: 2026-03-05
• Regulatory AUM: $6.3M
• Discretionary AUM: $6.3M
• Clients: 1
• Accounts: 81

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 285888 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search