Somnio Financial Group, LLC

Somnio Financial Group, LLC (CRD# 174217) is a financial advisory firm headquartered in Glastonbury, CT. They manage $116,800,000 in 398 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
140 Glastonbury Blvd, Suite 23, Glastonbury, CT 06033
https://www.linkedin.com/in/robert-roy-cfp%c2%ae-chfc%c2%ae-468091111/
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    398
    ACCOUNTS
  • Average Account Value
    $293,467
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Somnio Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas Roy, financial advisor Glastonbury CT
Nicholas R. Roy
CRD#: 5074653
140 Glastonbury Blvd, Suite 23, Glastonbury, CT 06033

Nicholas Roy (CRD# 5074653) is an Investment Advisor Representative working at Somnio Financial Group, LLC in Glastonbury, CT and has over 18 years of experience in the finance industry.

2
Robert Roy, financial advisor Glastonbury CT
Robert N. Roy
CRD#: 4897441
140 Glastonbury Blvd, Suite 23, Glastonbury, CT 06033

Robert Roy (CRD# 4897441) is an Investment Advisor Representative working at Somnio Financial Group, LLC in Glastonbury, CT and has over 19 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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