Carl Bulgini, financial advisor Norwalk CT

Carl Bulgini

CRD Number: 2018571
Current Firm: Fenwick Investments, LLC

Carl Bulgini (CRD# 2018571) is an Investment Advisor Representative working at Fenwick Investments, LLC in Norwalk, CT and has over 24 years of experience in the finance industry. Carl Bulgini 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
Westport Resources Investment Services Westport, CT Apr 2014 - Current 9
Fenwick Investments, LLC New Canaan, CT Mar 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Mar 2000
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Carl G. Bulgini
Phone Number: 800-678-4015
Registered State(s):
  • CT
  • NY
  • VT
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $411,253
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, NY, VT

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