Symmetry Partners

Symmetry Partners (CRD# 120982) is a financial advisory firm headquartered in Glastonbury, CT. They manage $3,751,000,000 in 22,681 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,751
    MILLION
  • Total Number of Accounts
    22,681
    ACCOUNTS
  • Average Account Value
    $165,381
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Symmetry Partners
Showing 1 - 10 of 35 top financial advisors.
1
Jason K. Gentile
CRD#: 4588461
628 Hebron Ave, Bldg 2, Suite 502, Glastonbury, CT 06033
96
Wealthminder
score

Jason Gentile (CRD# 4588461) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 14 years of experience in the finance industry. Jason Gentile has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Peter A. Leppones
CRD#: 2302042
151 National Drive, Glastonbury, CT 06033
96
Wealthminder
score

Peter Leppones (CRD# 2302042) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 21 years of experience in the finance industry. Peter Leppones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Drew L. Malkin
CRD#: 2467329
151 National Drive, Glastonbury, CT 06033
96
Wealthminder
score

Drew Malkin (CRD# 2467329) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 18 years of experience in the finance industry. Drew Malkin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
George T. Pate
CRD#: 1305723
556 Third Street, Ayden, NC 28513
96
Wealthminder
score

George Pate (CRD# 1305723) is an Investment Advisor Representative working at Symmetry Partners in Ayden, NC and has over 33 years of experience in the finance industry. George Pate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
David F. Ambrico
CRD#: 2305300
151 National Drive, Glastonbury, CT 06033
93
Wealthminder
score

David Ambrico (CRD# 2305300) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 24 years of experience in the finance industry.

6
Tiffany H. Anderson
CRD#: 2993059
151 National Drive, Glastonbury, CT 06033
93
Wealthminder
score

Tiffany Anderson (CRD# 2993059) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 18 years of experience in the finance industry.

7
Rebecca E. Cioban
CRD#: 5636283
151 National Drive, Glastonbury, CT 06033
93
Wealthminder
score

Rebecca Cioban (CRD# 5636283) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 8 years of experience in the finance industry.

8
Curtis D. Cone
CRD#: 1684250
556 Third Street, Ayden, NC 28513
93
Wealthminder
score

Curtis Cone (CRD# 1684250) is an Investment Advisor Representative working at Symmetry Partners in Ayden, NC and has over 30 years of experience in the finance industry.

9
David E. Connelly
CRD#: 2269331
628 Hebron Ave Bldg 2, 5th Floor, Glastonbury, CT 06033
93
Wealthminder
score

David Connelly (CRD# 2269331) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 25 years of experience in the finance industry.

10
Anthony J. Del Mastro
CRD#: 5832316
151 National Drive, Glastonbury, CT 06033
93
Wealthminder
score

Anthony Del Mastro (CRD# 5832316) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 7 years of experience in the finance industry.

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