Glastonbury Cpa's Financial Advisors, LLC

Glastonbury Cpa's Financial Advisors, LLC (CRD# 127288) is a financial advisory firm headquartered in Glastonbury, CT. They manage $9,132,677 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $260,934
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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

Financial Advisors at Glastonbury Cpa's Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bruce S. Filingeri
CRD#: 4341961
111 New London Turnpike, Glastonbury, CT 06033
93
Wealthminder
score

Bruce Filingeri (CRD# 4341961) is an Investment Advisor Representative working at Glastonbury Cpa's Financial Advisors, LLC in Glastonbury, CT and has over 15 years of experience in the finance industry.

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