Financial Strategies Investment Advisor Services, Inc.

Financial Strategies Investment Advisor Services, Inc. (CRD# 113526) is a financial advisory firm headquartered in Bethel, CT. They manage $39,960,000 in 256 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $156,094
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA, CT, NY

Financial Advisors at Financial Strategies Investment Advisor Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ronald P. Brault
CRD#: 2166980
8 School Street, Po Box 246, Bethel, CT 06801
96
Wealthminder
score

Ronald Brault (CRD# 2166980) is an Investment Advisor Representative working at Financial Strategies Investment Advisor Services, Inc. in Bethel, CT and has over 24 years of experience in the finance industry.

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