Ameriprise Financial Services
43yrs
Top advisor by experience in Old Saybrook
22yrs
Based in Old Saybrook, Connecticut, John Bubello is a fiduciary financial advisor with 22 years of industry experience. John has been with Compass Retirement since 2011; before that, John spent two years at Raymond James Financial Services Advisors and four years at UBS Financial Services. John holds the CFP® designation.
One of 35 advisors with offices in Old Saybrook, and one of 33 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 65% of advisors nationwide
OfficeOld Saybrook, CT
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.42 million
States licensed ?1 state
Services through Compass Retirement
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowCompass Retirement, LLCCurrent firm
- 2009 – 2011
- 2005 – 2009UBS Financial Services Inc.Previously
Contact John
(860) 661-3821Compass Retirement main office Old Saybrook, CTOffice · Get directions Firm websiteHTTP://COMPASS-RETIREMENT.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Compass Retirement at (860) 661-3821 and ask for John Bubello. John works from the Old Saybrook, CT office.
How long has John been a financial advisor?
John has been in the industry since 2005, about 22 years. More experience than 65% of advisors nationwide.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Compass Retirement reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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