Fiduciary Investment Advisors, LLC

Fiduciary Investment Advisors, LLC (CRD# 140675) is a financial advisory firm headquartered in Windsor, CT. They manage $200,700,000 in 40 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $5,017,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, MA, ME, NH, NJ, NY, PA, RI, TX, VT

Financial Advisors at Fiduciary Investment Advisors, LLC
Showing 1 - 10 of 27 top financial advisors.
1
Brian D. Dillon
CRD#: 1199443
116 Main Street, Suite 200, Medway, MA 02053
96
Wealthminder
score

Brian Dillon (CRD# 1199443) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Medway, MA and has over 32 years of experience in the finance industry.

2
Christopher F. Kachmar
CRD#: 1775832
100 Northfield Drive, Windsor, CT 06095
96
Wealthminder
score

Christopher Kachmar (CRD# 1775832) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 16 years of experience in the finance industry.

3
Robert H. Lowry
CRD#: 5757734
100 Northfield Drive, Windsor, CT 06095
96
Wealthminder
score

Robert Lowry (CRD# 5757734) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 6 years of experience in the finance industry.

4
Kevin D. O'brien
CRD#: 3020184
100 Northfield Drive, Windsor, CT 06095
96
Wealthminder
score

Kevin O'brien (CRD# 3020184) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 18 years of experience in the finance industry.

5
Anthony J. Tranghese
CRD#: 2667738
100 Northfield Drive, Windsor, CT 06095
96
Wealthminder
score

Anthony Tranghese (CRD# 2667738) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 13 years of experience in the finance industry.

6
Jeffrey J. Capone
CRD#: 5167455
100 Northfield Drive, Windsor, CT 06095
93
Wealthminder
score

Jeffrey Capone (CRD# 5167455) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 6 years of experience in the finance industry.

7
Michael J. Chase
CRD#: 5167690
100 Northfield Drive, Windsor, CT 06095
93
Wealthminder
score

Michael Chase (CRD# 5167690) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 10 years of experience in the finance industry.

8
Maureen B. Cooper
CRD#: 1317408
100 Northfield Drive, Windsor, CT 06095
93
Wealthminder
score

Maureen Cooper (CRD# 1317408) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 31 years of experience in the finance industry.

9
Antonio J. Duarte
CRD#: 2704748
100 Northfield Drive, Windsor, CT 06095
93
Wealthminder
score

Antonio Duarte (CRD# 2704748) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 20 years of experience in the finance industry.

10
Ryan T. Gardner
CRD#: 4596154
100 Northfield Drive, Windsor, CT 06095
93
Wealthminder
score

Ryan Gardner (CRD# 4596154) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 12 years of experience in the finance industry.

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