Broker Check

Brandon S. Pepe, CFP®, Financial Advisor

2319 Whitney Avenue, Suite 5A
Hamden, CT 06518

203.288.2990 x139

Client Login

Wealth Management Site 

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals.

Access Wealth Management Site

Mutual Fund Account Access

Access your Ivy Funds account(s). If your account number starts with a number click here.

Access Account

Brokerage Account Access

Access your Waddell & Reed Brokerage Account. If your account number starts with an alpha character click here.

Access Account

Questions about your account? Please contact me.

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