Principle Wealth

Principle Wealth (CRD# 290180) is a financial advisory firm headquartered in Madison, CT. They manage $2,222,598,130 in 3,356 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
670 Boston Post Road, Madison, CT 06443
https://vimeo.com/principlewealthpartners
By the Numbers
  • Total Assets Under Management
    2,223
    MILLION
  • Total Number of Accounts
    3,356
    ACCOUNTS
  • Average Account Value
    $662,276
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
  • Pension consulting services
  • 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.

CA, CO, CT, FL, LA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA, VT

Financial Advisors at Principle Wealth
Showing 11 - 14 of 14 top financial advisors.
11
Ryan Famiglietti, financial advisor Madison CT
Ryan S. Famiglietti
CRD#: 7475816
670 Boston Post Road, Madison, CT 06443

Ryan Famiglietti (CRD# 7475816) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has 1 year of experience in the finance industry.

12
Kyle Farrell, financial advisor Madison CT
Kyle J. Farrell
CRD#: 6917782
670 Boston Post Road, Madison, CT 06443

Kyle Farrell (CRD# 6917782) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has 1 year of experience in the finance industry.

13
Rogerella Kasimir, financial advisor Madison CT
Rogerella B. Kasimir
CRD#: 2295449
670 Boston Post Road, Madison, CT 06443

Rogerella Kasimir (CRD# 2295449) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 23 years of experience in the finance industry.

14
Julina Ogilvie, financial advisor Westport CT
Julina L. Ogilvie
CRD#: 2928883
20 Bay Street, Westport, CT 06880

Julina Ogilvie (CRD# 2928883) is an Investment Advisor Representative working at Principle Wealth in Westport, CT and has over 26 years of experience in the finance industry.

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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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