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 $24,897,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
655 Winding Brook Dr; 2nd Fl, Glastonbury, CT 06033
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $592,786
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
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 Filingeri, financial advisor Glastonbury CT
Bruce S. Filingeri
CRD#: 4341961
655 Winding Brook Drive, Glastonbury, CT 06033

Bruce Filingeri (CRD# 4341961) is an Investment Advisor Representative working at Glastonbury Cpa's Financial Advisors, LLC in Glastonbury, CT and has over 23 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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