Panfilo Guglielmi (CRD# 1901420) is an Investment Advisor Representative working at Advanced Capital Advisors, LLC in Fairfield, CT and has 1 year of experience in the finance industry. Panfilo Guglielmi 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.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Panfilo Guglielmi, Jr Cpa | Fairfield, CT | Jan 2011 - Current | 13 |
| Advanced Capital Advisors, LLC | Fairfield, CT | May 2000 - Current | 23 |
- CT
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Total Assets Under Management105MILLIONS
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Total Number of Accounts375ACCOUNTS
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Average Account Value$280,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT
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