Kreitler Financial LLC

Overview

Kreitler Financial LLC is an SEC registered investment adviser based in New Haven, CT, registered since 2020. It reports $585M in assets under management across 950 accounts, with 10 employees. It has 4 investment adviser representatives.

Reported AUM

$585M

Discretionary

99%

Accounts

950

Average account

$616K

Employees

10

Advisory reps

4

Registered since

2020

Jurisdictions

10

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Charles Francis Kreitler Chief Compliance Officer, Managing Member CRD 4923222
• Melissa Ann Taylor Chief Operating Officer, Integrator CRD 4770071
• Dwayne Michael Tyril Director, Investments CRD 7001946

Advisory reps 3 of 4

• Charles F Kreitler Insurance Agent · Investment Adviser Rep CRD 4923222
• Jacob William Ness Insurance Agent · Investment Adviser Rep CRD 5705819
• Dwayne Michael Tyril Investment Adviser Rep CRD 7001946

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

265 Church St Ste 501
New Haven, CT 06510

County

South Central Ct

Metro area

New Haven-Milford, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: kreitlerfinancial.com

Every state, with registration dates

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