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).
Total Assets Under Management40MILLION
Total Number of Accounts256ACCOUNTS
Average Account Value$156,094
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, NY
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.