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David Roger Primozich

STONE ARCH WEALTH ADVISORS, LLC·CHESHIRE, Connecticut
Unclaimed Profile
1781 HIGHLAND AVENUE, CHESHIRE, CT 06410CRD# 2731982Firm CRD# 284536
01

About

David Roger Primozich is a registered financial advisor based in CHESHIRE, Connecticut, affiliated with STONE ARCH WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STONE ARCH WEALTH ADVISORS, LLC
STONE ARCH WEALTH ADVISORS, LLC
AUM
$48M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at STONE ARCH WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2731982
Firm CRD# 284536
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Roger Primozich offer?
David Roger Primozich specializes in Financial Planning, Investment Management. Contact their office in CHESHIRE, Connecticut for a consultation.
What are David Roger Primozich's credentials?
David Roger Primozich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Roger Primozich located?
David Roger Primozich is based in CHESHIRE, Connecticut, working with STONE ARCH WEALTH ADVISORS, LLC. Their office serves clients in the CHESHIRE metropolitan area and surrounding communities.
How does David Roger Primozich charge for services?
David Roger Primozich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONE ARCH WEALTH ADVISORS, LLC?
STONE ARCH WEALTH ADVISORS, LLC has approximately 3 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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