Barbara BuzzelliCRD Number: 4092965
Current Firm: Diastole Wealth Management
Barbara Buzzelli (CRD# 4092965) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 21 years of experience in the finance industry.
Springboard Asset Management LLC
Equitable Advisors, LLC
Citizens Investment Services
|Diastole Wealth Management||Guilford, CT||Jan 2010 - Current||11|
|William Pitt Sotheby's International Realty||Essex, CT||Jan 2007 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2000|
Total Assets Under Management742MILLIONS
Total Number of Accounts1,207ACCOUNTS
Average Account Value$614,458
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, KY, MA, ME, MI, NH, NJ, NY, OH, PA, TX, VA
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