Fiscal Dynamics Incorporated

Fiscal Dynamics Incorporated (CRD# 111155) is a financial advisory firm headquartered in Farmington, CT. They manage $27,903,513 in 93 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
314 Farmington Avenue, Suite 100, Farmington, CT 06032
https://www.facebook.com/fiscaldynamics
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $300,038
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, LA

Financial Advisors at Fiscal Dynamics Incorporated
Showing 1 - 2 of 2 top financial advisors.
1
Brian Sullivan, financial advisor Farmington CT
Brian P. Sullivan
CRD#: 4244770
314 Farmington Avenue, Suite 100, Farmington, CT 06032

Brian Sullivan (CRD# 4244770) is an Investment Advisor Representative working at Fiscal Dynamics Incorporated in Farmington, CT and has over 22 years of experience in the finance industry.

2
Richard Sullivan, financial advisor Farmington CT
Richard P. Sullivan
CRD#: 439785
314 Farmington Avenue, Suite 100, Farmington, CT 06032

Richard Sullivan (CRD# 439785) is an Investment Advisor Representative working at Fiscal Dynamics Incorporated in Farmington, CT and has over 39 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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