David Troy, financial advisor West Hartford CT
93 score

David Troy

CRD Number: 4602501
Current Firm: Strategic Advisers, Inc.

David Troy (CRD# 4602501) is an Investment Advisor Representative working at Strategic Advisers, Inc. in West Hartford, CT and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments West Hartford, CT Jan 2011 - Current 5
Metlife Securities Inc. Wethersfield, CT Oct 2008 - Jan 2011 2
American Express Financial Advisors East Hartford, CT Oct 2002 - Oct 2008 6
Ids Life Insurance Company East Hartford, CT Oct 2002 - Oct 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for David A. Troy
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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