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Robert Steven Herlihy

SYMETRA INVESTMENT MANAGEMENT COMPANY·FARMINGTON, Connecticut
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308 FARMINGTON AVENUE, FARMINGTON, CT 06032CRD# 5010103Firm CRD# 312176
01

About

Robert Steven Herlihy is a registered financial advisor based in FARMINGTON, Connecticut, affiliated with SYMETRA INVESTMENT MANAGEMENT COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
SYMETRA INVESTMENT MANAGEMENT COMPANY
SYMETRA INVESTMENT MANAGEMENT COMPANY
AUM
$74.6B
Regulatory assets under management
Employees
79
Total firm employees
View all advisors at SYMETRA INVESTMENT MANAGEMENT COMPANY →
Services
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04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5010103
Firm CRD# 312176
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Steven Herlihy offer?
Robert Steven Herlihy specializes in Wealth Management, Fee-Only Advisory. Contact their office in FARMINGTON, Connecticut for a consultation.
What are Robert Steven Herlihy's credentials?
Robert Steven Herlihy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Steven Herlihy located?
Robert Steven Herlihy is based in FARMINGTON, Connecticut, working with SYMETRA INVESTMENT MANAGEMENT COMPANY. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.
How does Robert Steven Herlihy charge for services?
Robert Steven Herlihy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYMETRA INVESTMENT MANAGEMENT COMPANY?
SYMETRA INVESTMENT MANAGEMENT COMPANY has approximately 79 employees and manages $74.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FARMINGTON
Kevin Christopher Leahy — CONNECTICUT WEALTH MANAGEMENT, LLCDenis Michael Horrigan — CONNECTICUT WEALTH MANAGEMENT, LLCMichael Anthony Tedone — CONNECTICUT WEALTH MANAGEMENT, LLCLouis Green — MJP ASSOCIATES, INC.John M Flynn — SYMETRA INVESTMENT MANAGEMENT COMPANY
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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