Sofia Dumansky (CRD# 4823558) is an Investment Advisor Representative working at Eagle Strategies LLC in Windsor, CT and has over 16 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legatum Financial, LLC | Windsor, CT | Apr 2022 - Current | 2 |
| Tdg Financial LLC | Windsor, CT | Oct 2012 - Current | 11 |
| Eagle Strategies LLC | Windsor, CT | Apr 2012 - Current | 12 |
| Nylife Securities LLC | Windsor, CT | Nov 2007 - Current | 16 |
| New York Life Insurance Company | Windsor, CT | Jul 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- CT
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Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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