BARD FINANCIAL SERVICES, INC.
CRD #110017 SEC #801-80696 BRANFORD, CT 203-481-7676
SEC Registered
Total AUM
$639.4M
Discretionary
$639.4M
Employees
6
Clients
--
Accounts
1,101
Firm Details
- Organization Type
- Corporation
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| SPITZBARD, KENNETH, STEVEN | I | PRESIDENT | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WELSH, JEFFREY, MICHAEL | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
| HOKO, JULIE, CROSS | I | VICE PRESIDENT/SECRETARY | B | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (11)
CA CT FL LA MA NC NH NJ NY TX VA
Address
388 EAST MAIN STREETBRANFORD, CT 06405
United States
Phone: 203-481-7676