Briean SodanoCRD Number: 6149563
Current Firm: Ic Advisory Services, Inc.
Briean Sodano (CRD# 6149563) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Waterbury, CT and has over 3 years of experience in the finance industry.
Barron Financial Group, LLP
Sagepoint Financial, Inc.
Ameriprise Financial Services, Inc.
|The Investment Center Inc.||Waterbury, CT||Aug 2014 - Current||2|
|Ic Advisory Services Inc.||Waterbury, CT||Aug 2014 - Current||2|
|Edward Jones||St Louis, MO||Jan 2013 - Aug 2014||1|
|Boys & Girls Club Of Greater Waterbury||Waterbury, CT||Sep 2007 - Jan 2013||5|
|Alliance||Cheshire, CT||Feb 2007 - Sep 2007||< 1|
|Maggie Mcflys||Southbury, CT||Sep 2006 - Feb 2007||< 1|
|Boys & Girls Club Of Greater Waterbury||Waterbury, CT||Mar 2005 - Nov 2006||1|
|Outback Steakhouse||Southington, CT||Jul 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management812MILLIONS
Total Number of Accounts3,745ACCOUNTS
Average Account Value$216,763
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV