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 $100,385,312 in 462 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Financial Strategies Investment Advisor Services, Inc.
By the Numbers
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Total Assets Under Management100MILLION
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Total Number of Accounts462ACCOUNTS
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Average Account Value$217,284
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, MA
Financial Advisors at Financial Strategies Investment Advisor Services, Inc.
1
Martino Mezza (CRD# 2768165) is an Investment Advisor Representative working at Financial Strategies Investment Advisor Services, Inc. in Bethel, CT and has over 22 years of experience in the finance industry.
2
Edward Tomasko (CRD# 1656278) is an Investment Advisor Representative working at Financial Strategies Investment Advisor Services, Inc. in Bethel, CT and has over 36 years of experience in the finance industry.
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