Alyse Uzarski
Kreitler Financial · New Haven, Connecticut
Alyse Uzarski is a fee-only financial advisor at Kreitler Financial in New Haven, Connecticut. Alyse charges a percentage of assets and focuses on retirement planning, small business owners and family wealth transfer.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
- Divorced individuals
- Multi-generational families
Facts
| Firm | Kreitler Financial |
|---|---|
| Based in | New Haven, Connecticut |
| Fee model | Percentage of assets |
| Assets under management | $584.9M across 950 accounts |
| SEC registration | Investment adviser representative in CT · CRD 5825595 |
| Exams passed | Series 63 (2011) · Series 65 (2012) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.kreitlerfinancial.com |
| Profile |
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Questions about Alyse
Is Alyse Uzarski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alyse holds no broker registration, and Kreitler Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alyse charge for financial advice?
Alyse charges a percentage of assets.
Where is Alyse Uzarski based?
Alyse Uzarski is based in New Haven, Connecticut.
What does Alyse specialize in?
Alyse's specialties include retirement planning, small business owners and family wealth transfer. Alyse works with pre-retirees, mid-life transitions, divorced individuals and multi-generational families.
Is Alyse Uzarski registered with the SEC?
Yes. Alyse Uzarski is registered as an investment adviser representative in CT (CRD 5825595), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Kreitler Financial manage?
Kreitler Financial reports $584.9M across 950 accounts in assets under management.
How do I contact Alyse Uzarski?
Through Alyse's website, www.kreitlerfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kreitler Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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