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
8 School Street, Ste 11, Bethel, CT 06801
http://www.fsias.com
By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    462
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT, FL, MA

Financial Advisors at Financial Strategies Investment Advisor Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Martino Mezza, financial advisor Bethel CT
Martino Mezza
CRD#: 2768165
8 School Street, Ste 11, Bethel, CT 06801

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, financial advisor Bethel CT
Edward A. Tomasko
CRD#: 1656278
8 School Street, Ste 11, Bethel, CT 06801

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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