Ryan Famiglietti (CRD# 7475816) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has 1 year of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 5623606
Citizens Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Principle Wealth Partners LLC | Madison, CT | Nov 2023 - Current | < 1 |
Middletown Post 75 American Legion Baseball | Middletown, CT | Aug 2022 - Current | 1 |
Cambridge Investment Research Inc. | Fairfield, IA | Jun 2023 - Nov 2023 | < 1 |
Tracy, Driscoll & Company | Bristol, CT | Jun 2023 - Oct 2023 | < 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Nov 2022 - Jun 2023 | < 1 |
Northwestern Mutual Investment Services LLC | Hartford, CT | Jul 2022 - Jun 2023 | < 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2022 - Jun 2023 | 1 |
Lyman Orchards Golf Center | Middlefield, CT | Mar 2021 - Aug 2022 | 1 |
Student | Fairfield, CT | Aug 2017 - Jun 2022 | 4 |
Fintron LLC | Westport, CT | Jul 2020 - Sep 2020 | < 1 |
Famiglietti And Famiglietti LLC | Plainville, CT | May 2018 - Aug 2020 | 2 |
Fintron LLC | Westport, CT | Nov 2019 - Jul 2020 | < 1 |
Great River Golf Club | Milford, CT | Oct 2018 - Apr 2019 | < 1 |
City Of Middletown | Middletown, CT | Jun 2015 - Aug 2017 | 2 |
Ati New England | Cromwell, CT | Nov 2015 - Mar 2017 | 1 |
Unemployed | Middletown, CT | Jul 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2022 |
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- CT
-
Total Assets Under Management2,223MILLIONS
-
Total Number of Accounts3,356ACCOUNTS
-
Average Account Value$662,276
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, LA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA, VT
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