Gerald Alena (CRD# 1843284) is an Investment Advisor Representative working at Trpc Advisory Services in Middlebury, CT and has over 23 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 Retirement Plan Company, LLC | Middlebury, CT | Mar 2021 - Current | 3 |
| Choose High Performance, LLC | Middlebury, CT | Dec 2019 - Mar 2021 | 1 |
| Bank Of America, N.a. | Hartford, CT | Dec 2018 - Dec 2019 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford, CT | Nov 2018 - Dec 2019 | 1 |
| Extended Travel | Sandy Hook, CT | Sep 2018 - Nov 2018 | < 1 |
| John Hancock Distributors LLC | Chester Springs, PA | Aug 2011 - Aug 2018 | 7 |
| John Hancock | Newton, CT | Jul 2011 - Aug 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- CT
-
Total Assets Under Management899MILLIONS
-
Total Number of Accounts644ACCOUNTS
-
Average Account Value$1,396,237
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Educational seminars/workshops
AL, AR, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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