Domenick Socci (CRD# 1937980) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Bristol, CT and has over 33 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Socci Agency | Bristol, CT | Feb 2023 - Current | 1 |
| The Bristol Group, LLC | Bristol, CT | Jul 2019 - Current | 4 |
| Triangle Investments, Llc Dba Jackson Hewitt Tax Prep | West Haven, CT | Nov 2017 - Current | 6 |
| Jackson Hewitt Tax Prep | Easton, CT | May 2017 - Current | 6 |
| Allstate Insurance Co | Bristol, CT | Jul 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1990 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
- CT
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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