Remus Preda, financial advisor Bennington VT

Remus Preda

CRD Number: 2945608
Current Firm: People's United Advisors, Inc.

Remus Preda (CRD# 2945608) is an Investment Advisor Representative working at People's United Advisors, Inc. in Bennington, VT and has 1 year of experience in the finance industry. Remus Preda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
People's United Advisors, Inc. Bridgeport, CT Jun 2018 - Current 3
People's United Bank, N.a. Bridgeport, CT Feb 2012 - Current 9
Berkshire Bank Manchester Center, VT May 2007 - Jan 2012 4

Remus Preda has no recent exams reported.
Contact Info for Remus C. Preda
Phone Number: 646-971-2505
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    9,258
    MILLIONS
  • Total Number of Accounts
    10,773
    ACCOUNTS
  • Average Account Value
    $859,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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