Fenwick Investments, LLC

Fenwick Investments, LLC (CRD# 167342) is a financial advisory firm headquartered in Norwalk, CT. They manage $12,337,577 in 30 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
101 Merritt 7, 3rd Floor, Norwalk, CT 06851
https://www.linkedin.com/company/fenwick-advisors
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $411,253
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NY, VT

Financial Advisors at Fenwick Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carl Bulgini, financial advisor Norwalk CT
Carl G. Bulgini
CRD#: 2018571
101 Merritt 7, 3rd Floor, Norwalk, CT 06851

Carl Bulgini (CRD# 2018571) is an Investment Advisor Representative working at Fenwick Investments, LLC in Norwalk, CT and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals