Anne Saguisag, financial advisor Farmington CT

Anne Saguisag

CRD Number: 4455524
Current Firm: Brokers Financial

Anne Saguisag (CRD# 4455524) is an Investment Advisor Representative working at Brokers Financial in Farmington, CT and has over 22 years of experience in the finance industry. Anne Saguisag 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
Brokers International Financial Services Farmington, CT Sep 2022 - Current 1
American Senior Benefits Farmington, CT Apr 2014 - Current 10
Ivy Bound Newington, CT Apr 2014 - Current 10
Ivy Bound Newington, CT Apr 2014 - Current 10
American Senior Benefits Farmington, CT Apr 2014 - Current 10
Lincoln Investment Wyncote, PA Aug 2014 - Sep 2022 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Anne M. Saguisag
Phone Number: 877-886-1939
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    2,000
    MILLIONS
  • Total Number of Accounts
    11,566
    ACCOUNTS
  • Average Account Value
    $172,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, VT, WA, WI, WV, WY

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