Advanced Capital Advisors, LLC

Advanced Capital Advisors, LLC (CRD# 113628) is a financial advisory firm headquartered in Fairfield, CT. They manage $54,000,000 in 105 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $514,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Advanced Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David S. Zeldis
CRD#: 4664000
140 Sherman Street 4th Floor, Fairfield, CT 06824
93
Wealthminder
score

David Zeldis (CRD# 4664000) is an Investment Advisor Representative working at Advanced Capital Advisors, LLC in Fairfield, CT and has over 13 years of experience in the finance industry.

2
Panfilo Guglielmi
CRD#: 1901420
140 Sherman Street 4th Floor, Fairfield, CT 06824
90
Wealthminder
score

Panfilo Guglielmi (CRD# 1901420) is an Investment Advisor Representative working at Advanced Capital Advisors, LLC in Fairfield, CT and has 1 year of experience in the finance industry. Panfilo Guglielmi 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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