Timothy Plungis, financial advisor West Hartford CT
90 score

Timothy Plungis

CRD Number: 6024288
Current Firm: Strategic Advisers, Inc.

Timothy Plungis (CRD# 6024288) is an Investment Advisor Representative working at Strategic Advisers, Inc. in West Hartford, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC West Hartford, CT Jun 2014 - Current 2
Bank Of America, N.a. Nashua, NH Nov 2013 - Jun 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashua, NH Oct 2013 - Jun 2014 < 1
Fidelity Investments Merrimack, NH Jan 2012 - Oct 2013 1
Tiffany & Company Uncasville, CT Jul 2011 - Jan 2012 < 1
General Strategies Corporation Groton, CT Mar 2011 - Jan 2012 < 1
Rose City Cycle Bozrah, CT Feb 2004 - Apr 2011 7
Planet Fitness Groton, CT Dec 2010 - Mar 2011 < 1
Tim Plungis For Connecticut Groton, CT Feb 2009 - Nov 2010 1
University Of Connecticut Storrs, CT Aug 2007 - May 2010 2
United States Coast Guard Academy New London, CT May 2007 - Oct 2009 2
Southern New Hampshire University Manchester, NH Oct 2006 - May 2007 < 1
Southern New Hampshire University Manchester, NH Sep 2006 - May 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Timothy H. Plungis
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
90
Clean Record
This advisor has a clean track record with regulators.

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