UBS Financial Services
44yrs
Top advisor by experience in Hartford
4yrs
Anna Case
Financial advisor at Founders Capital Management
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeOne State Street Suite 1700, Hartford, CT 06103
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Founders Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
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.
Uniform Investment Adviser Law Examination
Career
- 2022 – nowFounders Capital Management, LLCCurrent firm
Questions to ask Anna
Tailored to Anna’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Anna
How do I contact Anna?
Call Founders Capital Management at 860.308.0061 and ask for Anna Case. Anna works from the Hartford, CT office.
How long has Anna been a financial advisor?
Anna has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Anna hold?
Series 65. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
Founders Capital Management reports being paid by a percentage of the assets they manage. Ask Anna for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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