Fiscal Dynamics Incorporated

Fiscal Dynamics Incorporated (CRD# 111155) is a financial advisory firm headquartered in Farmington, CT. They manage $39,757,783 in 99 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $401,594
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
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.

CT, NY

Financial Advisors at Fiscal Dynamics Incorporated
Showing 1 - 2 of 2 top financial advisors.
1
Brian P. Sullivan
CRD#: 4244770
314 Farmington Avenue, Farmington, CT 06032
93
Wealthminder
score

Brian Sullivan (CRD# 4244770) is an Investment Advisor Representative working at Fiscal Dynamics Incorporated in Farmington, CT and has over 15 years of experience in the finance industry.

2
Richard P. Sullivan
CRD#: 439785
314 Farmington Avenue, Farmington, CT 06032
93
Wealthminder
score

Richard Sullivan (CRD# 439785) is an Investment Advisor Representative working at Fiscal Dynamics Incorporated in Farmington, CT and has over 32 years of experience in the finance industry.

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