Fiduciary Investment Advisors, LLC

Fiduciary Investment Advisors, LLC (CRD# 140675) is a financial advisory firm headquartered in Windsor, CT. They manage $1,003,000,000 in 101 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,003
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $9,930,693
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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, LA, MA, ME, NH, NJ, NY, PA, RI, TX, VT

Financial Advisors at Fiduciary Investment Advisors, LLC
Showing 1 - 10 of 32 top financial advisors.
1
Gregory F. Adams
CRD#: 5646424
100 Northfield Drive, Windsor, CT 06095
96
Wealthminder
score

Gregory Adams (CRD# 5646424) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 9 years of experience in the finance industry.

2
Eileen F. Allgrove
CRD#: 2972086
100 Northfield Drive, Windsor, CT 06095
96
Wealthminder
score

Eileen Allgrove (CRD# 2972086) 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. Eileen Allgrove 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.

3
Polina R. Crotty
CRD#: 4418453
100 Northfield Drive, Windsor, CT 06095
96
Wealthminder
score

Polina Crotty (CRD# 4418453) 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. Polina Crotty 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.

4
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 17 years of experience in the finance industry.

5
Matthew J. Kaminski
CRD#: 4914299
100 Northfield Drive, Windsor, CT 06095
96
Wealthminder
score

Matthew Kaminski (CRD# 4914299) 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.

6
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 8 years of experience in the finance industry.

7
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 20 years of experience in the finance industry.

8
Matthew T. Smith
CRD#: 5722088
100 Northfield Drive, Windsor, CT 06095
96
Wealthminder
score

Matthew Smith (CRD# 5722088) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 8 years of experience in the finance industry.

9
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 15 years of experience in the finance industry.

10
Scott G. Boulton
CRD#: 5993965
100 Northfield Drive, Windsor, CT 06095
93
Wealthminder
score

Scott Boulton (CRD# 5993965) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 5 years of experience in the finance industry.

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