Advanced Capital Advisors, LLC
Advanced Capital Advisors, LLC (CRD# 113628) is a financial advisory firm headquartered in Fairfield, CT. They manage $66,000,000 in 130 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management66MILLION
Total Number of Accounts130ACCOUNTS
Average Account Value$507,692
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Zeldis (CRD# 4664000) is an Investment Advisor Representative working at Advanced Capital Advisors, LLC in Fairfield, CT and has over 14 years of experience in the finance industry.
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.