Symmetry Partners

Symmetry Partners (CRD# 120982) is a financial advisory firm headquartered in Glastonbury, CT. They manage $3,948,000,000 in 22,350 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,948
    MILLION
  • Total Number of Accounts
    22,350
    ACCOUNTS
  • Average Account Value
    $176,644
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 46 top financial advisors.
1
Jason K. Gentile
CRD#: 4588461
628 Hebron Ave, Bldg 2, Suite 502, Glastonbury, CT 06033
101
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
Eric C. Krusiewicz
CRD#: 3101415
151 National Drive, Glastonbury, CT 06033
96
Wealthminder
score

Eric Krusiewicz (CRD# 3101415) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 10 years of experience in the finance industry.

3
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.

4
Kathleen S. Parks
CRD#: 2727455
Knoxville, TN
96
Wealthminder
score

Kathleen Parks (CRD# 2727455) is an Investment Advisor Representative working at Symmetry Partners in Knoxville, TN and has over 21 years of experience in the finance industry. Kathleen Parks 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
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.

6
James P. Scanlan
CRD#: 1134158
151 National Drive, Glastonbury, CT 06033
96
Wealthminder
score

James Scanlan (CRD# 1134158) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 34 years of experience in the finance industry. James Scanlan 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.

7
Matthew B. Terry
CRD#: 4686572
Austin, TX
96
Wealthminder
score

Matthew Terry (CRD# 4686572) is an Investment Advisor Representative working at Symmetry Partners in Austin, TX and has over 12 years of experience in the finance industry. Matthew Terry 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.

8
Tiffany H. Anderson
CRD#: 2993059
Austin, TX
93
Wealthminder
score

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

9
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.

10
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.

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